Matt took an interest in investing at a young age, as his father always stressed the importance of learning to make money on your money. This was something his dad always wished he had learned earlier in his life. This left an impression that fuels Matt to this day. Matt believes everyone is entitled to a financial plan that allows them the freedom to pursue their dreams. He helps clients build their personal plans by leveraging the experience and knowledge he has obtained through over a decade of work in the industry with Capita, Goldman Sachs and Fidelity Investments. Matt enjoys traveling and spending time with his family. He is married to Mallorie and together they have 3 kids. Henry 8, Goldie 5, and Birdie 2. Other interests include golf, reading and being a general fan of sports. Matt is CERTIFIED FINANCIAL PLANNER™ and obtained his bachelor’s degree in Finance from the University of Utah. He also has a Master of Business Administration from Westminster College.
We are currently awaiting a BIO to be written and will update this page with this Capita member's bio shortly!