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Matthew Gross, MBA
Financial Advisor
I have worked in the financial services industry for over 20 years. I received a BBA from Baylor University and an MBA from Loyola University Chicago. My wife and I have lived in Colorado since 2012. Prior to that I worked in Chicago for 7 years , and started my career back in 2004 in the Dallas/Fort Worth area, where I grew up. My wife and I love to travel, and we enjoy everything Colorado has to offer its nature enthusiasts. An avid skier, hiker and trail runner, the 4 seasons of Colorado are a joy. Prior to starting in the industry, I lived outside the US and taught in Honduras. Having this experience allows me to bring a sense of education to my clients and their needs. I want to ensure that my clients are well informed about the things that matter most to their finances. Our team can help you review your current investments, help create an investment plan, and develop strategies to meet your financial goals. Along with myself and the rest of our team here at Union Square, we look forward to getting to know you, your goals, and helping you every step of the way to achieve them!
Certificates
MBA
Investment expertise and advice in an effort to help clients succeed financially





