Phone: 801-575-6427 ext. 8
Senior Financial Planner
Matthew joined Iron Gate Global Advisors in 2020 as their senior financial planner. His expertise in financial planning helps our clients get an understanding of where they are financially, and what they need to do to accomplish their goals. Matthew’s #1 priority is to create an atmosphere of transparency, trust, and communication so our clients feel comfortable and are enabled to make educated decisions with their money. He enjoys working with our clients to help them feel more secure financially, specifically through creating plans that help prepare for retirement, save for home ownership, eliminate debt, plan for college, and build lasting wealth. Matthew fully believes in the services offered here at Iron Gate and is honored to be part of the team.
While studying Finance at the University of Utah, Matthew began his financial planning career at Northwestern Mutual. After earning his bachelor’s degree in finance, Matthew continued building his own financial planning practice and in doing so, gained a thorough understanding of wealth management, insurance planning, and retirement income strategies.
Matthew and his wife just welcomed their first child in March of 2020. He enjoys playing basketball, boxing, golfing, and traveling with his family.