Professional Details

  • 40+ years investment and banking industry experience
  • BS, Finance – California State University, Northridge
  • Affiliated with Wells Fargo Advisors Financial Network since 2016
  • Formerly branch manager and complex sales manager with Merrill Lynch and Morgan Stanley
  • Series 7, 63, 65, variable annuity and life insurance licensed CA Insurance License 0A43269 Resident State CA

Matt is a third-generation resident of the Conejo Valley whose family has been in business in Thousand Oaks since 1937.

His wealth management strategy is simple: he talks with his clients and truly listens to their goals, dreams, and future plans and needs. He holistically coordinates with their estate planning attorneys and accountants, and once he is clear on his clients’ long-term objectives, he recommends investments solely designed to match them and help achieve their financial goals.

Born and raised in Thousand Oaks, Matt has two grown children living in the area. In his off-time, Matt enjoys kayaking, hiking, boating, cowboy action shooting, camping, fishing and community service. He is a 37-year member of the Thousand Oaks Rotary Club and has served on the Boards of the Boys and Girls Club, YMCA, Boy Scouts, Girls Scouts, and California Lutheran University.