Matt is a Vice President and Wealth Manager for The Wealth Consulting Group. He is supported by a staff that specializes in financial planning, risk management, investment, retirement and estate strategies.
Matt’s focus is on helping business owners, physicians and successful professionals analyze investments, preserve business and family assets, plan for retirement and efficiently transfer assets to their heirs.
He began his career in 1998 at Lincoln/Sagemark providing financial planning advice to successful physicians and business owners. Matt took his experience in financial planning to New England Financial in 2005 and created their financial planning department in a four-state region in the southwest. He built the department into the second largest planning firm in the New England system in 3 years and served on MetLife’s Quality of Advice committee where he helped set financial planning standards and audited financial plans nationwide. Over his career he has written, audited and presented well over 1,000 financial plans for his clients and clients across the country.
On a personal note, Matt currently sings Tenor with the Orpheus Male Chorus of Phoenix. He has also served as Board Chairman of the Beatitudes Campus Foundation, Board President of Free Arts for Abused Children of Arizona, Board Treasurer of the Electrical Contractors Association, Board Treasurer of ActorsTheatre of Phoenix and on the Marketing Committee for the Phoenix Art Museum. Matt resides in Phoenix with his wife Peggy and daughter Madelyn.