Matt is a passionate and accomplished advisor who began his professional life as an electrical engineer before finding his calling in finance. In 2011, he launched his financial career while studying for his M.B.A., accepting a position at Morgan Stanley. Matt held multiple positions, honing his skills, and gaining valuable insights while forming lasting relationships with clients and close bonds with colleagues. Matt served as Senior Vice President at Morgan Stanley Wealth Management prior to co-founding Pinnacle.
Matt has served the financial needs of high-net-worth entrepreneurs for over a decade. He specializes in designing and implementing strategic plans that help his clients grow their businesses, sell them, and pursue the retirement lifestyle they desire. Matt is committed to providing his clients with exceptional service, which is evident in his persistent focus on their individual goals, values, and concerns.
Matt holds series 7 and 63 licenses through LPL Financial. He earned an M.B.A. at Duke University’s Fuqua School of Business, a renowned and intensive program covering various topics, including stock market investments, portfolio management, international economics, and emerging markets. Before devoting himself to economics and finance, Matt earned his electrical engineering and political science undergraduate degree from the University of Washington.
Born and raised in Seattle, Matt loves spending time with his wife, Heather, and children, Jack and Charlotte. To relax, they love to spend time outside and watch the Seahawks and Huskies.