Professional

During Matthew's junior year at Arizona State University, he joined Northwestern Mutual's Top 10 internship in Gilbert, Arizona. During Matthew's year and a half in the internship, he was recognized for achieving Power of 10 and Target 20, two milestones that put him in the top 3% of interns across the company. In December of 2017, Matthew graduated from ASU with a Bachelor of Science in Finance and accepted a position as a full-time Advisor in Gilbert, Arizona. 

Since becoming a full time Advisor in 2018, Matthew has since hired his first-team member in Tori Rushing, lead his office in client impact three times and he's now a director in the office, helping new Financial Representatives.

As a Financial Advisor with the Northwestern Mutual Wealth Management Company, Matthew puts his clients first to help them achieve their goals personally, professionally, and financially.

Education

Bachelor of Science in Finance from Arizona State University

Personal

For Matthew, life outside of work is all about faith, family, friends, and community. In 2021, Matthew and his wife Stephanie got married. They got married in Strawberry, Arizona and they went on their honeymoon in Antigua. Matthew has a nine-year-old step-son named Anthony and the two of them love anything sports, watching movies together, and rough housing! They also have a furry child in their German Sheppard - Chow-Chow mix named Mollie. Stephanie and Matthew are expecting their first child together in August of 2022 and his name will be Carter.

During the week, you can find Matthew and his family at the gym, sports fields, or at their church playing basketball and volunteering. In the summer of 2022, Matthew began volunteering as a youth group leader at Compassion Church.  

In terms of traveling, they love going to the beach and up north to escape the heat. Every summer since Matthew was eight years old, his family has visited his grandfather in Coronado, California during July. To Matthew, that is his favorite tradition in his family, because it's an opportunity for him to spend meaningful time with the man he was named after. He also enjoys family vacations with his grandmother on his mother's side of the family. Those vacations have included trips to Hawaii, Alaska, and family reunions in Minnesota.

In the future, Matthew and his wife would like to have one more child and they have been praying and talking about adopting.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline