As an Investment Analyst, Matthew is responsible for researching stocks and bonds, as well as keeping up to date with the current positions in our portfolio. His role also involves tracking the performance and allocations of our portfolio

Matthew earned his Bachelor of Science in finance with a concentration in business analytics from the University of Kansas. He currently maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses and maintains the Accredited Asset Management Specialist (AAMS^®) designation.

In his free time, Matthew enjoys watching sports, playing golf and going to the lake.