"I am passionate about living life in a way that helps people fulfill their greatest potentials. With the combination of proper planning, strategies, and recommendations I effectively support my clients by helping them to accelerate their ability to THRIVE not just survive."
Matthew's mantra of "Helping people thrive, not just survive!" drives his success as a Wealth advisor at Trilogy Financial. His abilities to educate and guide his clients towards comprehensive financial strategies are the focus that ensures their success.
The eldest of two siblings, Matthew was born and raised in the southern California city of Riverside. Having a tremendous interest in technology and music, Matthew grew up pursuing music performance and production. He has played drums, piano, guitar and bass guitar since he was in junior high school and has over a decade of experience as a professional audio producer.
Matthew currently resides in Menifee, CA with his wife Kimberly. They were married in Temecula, CA in 2017 and have a blended family of four children. Often times you will find Matthew and Kimberly exploring the world around them by traveling, discovering new delectable foods, hiking in local areas, or on a lake with their family boating. Their interests lie in learning about history and finding new adventures to experience life together. In addition to being a father of four, Matthew leads life groups at his church, Cornerstone Community Church in Wildomar, CA.
Matthew graduated from California Baptist University with his Bachelor of Arts, Business. He is an Investment Advisor Representative with his Series 6, 63 and 65 securities licenses. He also holds a California life, health and long-term care insurance license (CA insurance license #0K03460).
Soon after joining Trilogy in 2014, the opportunity arose to work alongside senior partner and fellow wealth advisory group member Nathan Brown to which Matthew enthusiastically accepted. Along with the newest addition to their wealth advisory group, Joshua Counts, the team passionately helps clients pursue their most imperative goals.
As evidenced by Matthew's lifestyle professionally and personally, he believes the keys in being able to "thrive not just survive" lies in the behaviors and decisions a person makes throughout their life. Matthew and his team successfully integrate that concept by providing intuitive financial strategies, critical coaching, and effective recommendations so that his clients can achieve their greatest dreams.