Financial Advisor
CurrentSince joining the CCMI team in 2006, Matt has significantly streamlined our investment management and financial planning processes and implemented new strategies as the lead advisor for our First Step Financial Planning clients. Matt works with a wide range of clients in the areas of portfolio management and financial planning and enjoys helping them answer complex questions. His approach breaks down client questions in order to help individuals better understand their finances and why we’ve made specific recommendations to help improve their financial lives. Matt is a graduate from Pepperdine University with a B.S. in Business Administration and earned his M.B.A. from the University of San Diego. Matt enjoys time with wife, Alex and their two children, Elizabeth and Jacob, volleyball, golf, traveling, cooking, and photography.