Matt and his firm, Colorado Wealth Group, provide a bespoke independent approach to financial planning backed by industry-leading technology and insight, marrying clients’ personal goals and dreams with a plan to achieve those aims.

External Wholesaler (Regional Director) - CO, UT, WY- Led a 2-person team responsible value-driven sales for CO, UT, WY- Executed on a data-driven repeatable process, client segmentation, rotation, team collaboration, sales cycle management and relationship management with key clients and influencers- Ranked 7 of 28 regions in new producer cash flow for 2019; cultivated 173 new relationships - Increased gross sales territory rank from 26 to 20 (of 28 territories) during my first year- Elected head of the Sales Advisory Council to help management with strategic direction

2017-2018: External Wholesaler (Digital Wealth) – CO, UT, AZ, NM, TX, OK, KS, WY- Established and grew an eight-state territory to a user base of over 1,000 advisors who have adopted - BlackRock technology and model portfolios, accounting for $300mm+ in sales- Executed on a data-driven business plan which includes a repeatable process, client segmentation, team collaboration, and relationship management with key clients and influencers- Challenged advisors to think about the future-state of their business, helping them evolve their business and manage risk by using technology and model portfolios- Cultivated extensive relationships with Advisors, Managers, COIs and partner firms- Served in a strategic advisory capacity to the executive leadership team - Distributed to wirehouses, independent advisors, RIAs, bank advisors and private wealth firms2015-2017: External Wholesaler (iShares ETFs) – OH & MI- Led a 3-person team that exceeded our $300mm sales goal and increased market share by 42%- Developed deep and trusted relationships with advisors which led to transformative sales2014-2015: Internal Wholesaler (Models, Mutual Funds, ETFs, SMAs, CEFs, 529) – TX, OK- Developed and executed an innovative strategy and grew market share by 120%- Team was honored with wholesalers of the year recognition2007-2015: Vice President, US Private Client Marketing & Strategy- Led a 5-person team responsible for sales strategy and marketing to retain $125B AUM and generate $25B in annual sales- Aligned the voice of the sales force to the goals of the executive leadership team and managed results with a data-driven approach- Responsible for sales enablement, onboarding, training and development- Cross-functional team routinely presented to executive-level business units