About Us

With over two decades of experience in financial services, Mathew has seen the best and worst the markets have to offer. With this background, Mathew can offer you and your family a steady hand and valuable guidance toward realizing your dreams.

Mathew began his career as a financial advisor with Morgan Stanley in 2001. In 2009, He joined UBS Financial Services where he served as a Senior Vice President for nine years. In April of 2016, Mathew accepted the position of Senior Vice President, PIM Portfolio Manager at Wells Fargo Advisors. In 2021, he was promoted to Managing Director.

Prior to becoming a CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planner Board of Standards, Mathew studied biology and chemistry at BYU-Idaho and Northern Kentucky University. 

Mathew and his wife, Lori have been blessed with four children and three grandchildren. He loves to go boating, wakeboarding and wake surfing with his family.  He enjoys golfing, riding his motorcycle, and as an avid aviator, enjoying life’s vistas up high from the cockpit.

With nearly 25 years of experience in financial services, I have seen major shifts in the markets. This has given me valuable training on how to help you through both rewarding and challenging circumstances.

I began my financial services career as a financial advisor with Morgan Stanley in 1998. In 2009, I joined UBS Financial where I worked for nine years. I then moved my practice to Wells Fargo Advisors in 2016.

I earned a bachelor's degree in business from the Marriott School of Management at Brigham Young University in 1993. Prior to joining Morgan Stanley, I worked as a senior accountant for The Church of Jesus Christ of Latter-day Saints. In that capacity, I also served high-net worth families with their gifting strategies of common stock, restricted stock, and stock of privately held businesses.

Intently listening to you is of paramount importance to me because, as my client, you deserve to be heard and understood. I will utilize the information that you share with me to craft an investment plan that will be the guiding financial document for your life.

My wife and I are blessed to have six beautiful children. We are also fortunate to be grandparents. We enjoy supporting our family in their many endeavors, which includes spending time with them skiing and hiking in the beautiful Utah mountains, traveling together on family vacations, or by simply hanging around together at our home in South Jordan, Utah.

With extensive knowledge of the industry, Coree acts as the operations officer for the team, as well as provides problem-solving, trade execution with quick and accurate client reporting.   She also prides herself on developing and maintaining close client relationships.  With over 20 years of experience in the financial services industry with various firms, she provides our clients with premier service and superior client management. 

She has a Bachelor of Science from the University of Utah and maintains Series 7, 63, 65, 9/10, 33 registrations and insurance licenses.  She enjoys spending time outdoors with her husband and two boys.