Director - Wealth Management
In his role as Director of Wealth Management, Matt works closely with clients to ensure they are receiving superior service and that their wealth management services adapt accordingly as their financial needs change. Matt has worked for over 15 years in the financial services industry.
Prior to joining Reilly Financial Advisors, he worked at a large accounting firm as a financial planner. He consulted with executives and employees of large global companies, helping them achieve their personal retirement and financial goals.
Matt completed the Personal Financial Planning certificate program at San Diego State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He earned his Bachelor of Science degree in Business Administration from William Jewell College.