Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investments

Qualifications

  • Life, Health and Variable Annuities Insurance (Various States)
  • Series 7 - General Securities Representative & SIE - Securities Industry Essenti
  • Series 9 - General Securities Sales Supervisor - Options Module
  • Series 10 - General Securities Sales Supervisor - General Module
  • Series 31 - Futures Managed Funds
  • Series 63 - Uniform Securities Agent
  • Series 65 - Uniform Investment Adviser Law

Education

  • Brigham Young University B.S. Finance 1986-1989

Awards & recognition

  • Ameriprise Circle of Success, 2018, 2019, 2020, 2021
  • Ameriprise Outstanding Leader Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • HENDERSON NV, CHAMBER OF COMMERCE

Previous experience

  • UBS FINANCIAL SERVICES INC., 11/2008 - 09/2018
  • MORGAN STANLEY, 03/2003 - 11/2008
  • SALOMON SMITH BARNEY INC, 07/1998 - 03/2003
  • PIPER JAFFRAY INC., 05/1994 - 08/1998

Community participation

My team & I have volunteered with the Goodie Two Shoes Foundation to help provide disadvantage children with new shoes & socks. This has been rewarding to see the excitement on the kids' faces as they received brand new shoes of their own.The team has also been a participant for many years with the Rose Regatta Dragon Boat Festival at Lake Las Vegas is an effort to help raise money for breast cancer research. We've also volunteered with United Way in putting together hygiene kits with toothbrushes, toothpaste, shampoo & many other basic items. We've participated in Santa Clothes to help underprivileged kids shop for new clothes & shoes.

  • Goodie Two Shoes Foundation
  • Rose Regatta Dragon Boat Festival at Lake Las Vegas
  • United Way
  • Las Vegas Rotary Santa Clothes
  • Ronald McDonald House of Greater Las Vegas
  • Opportunity Village - Magical Forest

Interests

  • Matt is an avid skydiver with over 2200 jumps.
  • Matt resides in Henderson, Nevada with his wife Connie and their 2 sons Christian and Luca.