Phone Number: 602-388-9821
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Matthew has over 29 years experience as a financial advisor and most recently was the managing principal of his own independent firm known as Family Legacy Wealth Management, LLC with the broker-dealer Wells Fargo Clearing Services, LLC.
As a CERTIFIED FINANCIAL PLANNER™, Matthew specializes in working with closely-held businesses, executives and families to help them navigate financial transitions such as retirement, career changes or the loss of a spouse. He aids them and tries to get ahead/gain control of financial issues early such as divorce, wealth building, retirement planning strategies, charitable gifting and business succession.
Matthew holds an MBA in Finance from Northeastern University and a BSBA in Finance from the University of Missouri. He completed his CFP® program with The College for Financial Planning and obtained the CFP® designation in 2006.