Matthew has provided our business owners, angel investors, and tech professionals clients with the roadmap to help accomplish their unique goals since 2019. After a near-death experience while climbing one of China’s seven sacred mountains, Matthew learned firsthand the importance of planning. Not only having a plan to get to the top of the mountain to see the sunrise but also a plan to get you safely back down. He believes everyone deserves to make it to the top of the mountain, also known as retirement, and enjoy it to its fullest without the fear of running out of funds.
Matthew graduated from the University of Oregon in 2014 with a degree in Business Administration with a concentration in Finance and a minor in Chinese. He is also currently working towards his master’s in financial planning.
He enjoys spending time in nature, hiking, camping, yoga, and meditation in his free time.