Matthew has been in the finance industry since 2014, joining Consilio Wealth Advisors in 2019. As a Financial Planner, Matthew is responsible for building and maintaining financial plans for our clients. Matt has a knack for process and is constantly finding ways to streamline our internal processes to improve the client experience. A phrase we have internally is to “shake up the box” and Matt exemplifies this in his daily work. Matt holds an MBA from the University of Ashford and a B.S. in Finance from Mount Mercy University, and earned the coveted Certified Financial Planner professional designation in 2022. In addition, Matt holds the Retirement Income Certified Professional designatio