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Biography

Matt is a Partner based in the Denver office. He has two decades of experience helping high-net-worth individuals and families succeed with their wealth. Matt specializes in guiding all aspects of integrated wealth management for his clients to include investment, tax and risk management, as well as cashflow, retirement, estate and philanthropic planning. His spirit of service derives from his early days as a U.S. Coast Guard Officer driving a search-and-rescue and ice breaking ship on the Great Lakes before going to law school and transitioning to wealth management.

Prior to joining Cerity Partners, Matt was Managing Director of Wealth Management and on the leadership team at Janiczek Wealth Management in Denver.

Matt lives in the Denver Tech Center with his wife and daughter and has a son away at college. He enjoys hiking in the mountains of Colorado and playing bad golf with friends and family.

Education

  • B.S., United States Coast Guard Academy, New London, CT
  • J.D., University of Connecticut School of Law, Hartford, CT

Highlights

  • Admitted to the Colorado Bar (inactive status)
  • Certified Employee Benefits Specialist (CEBS), International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School of Business at the University of Pennsylvania

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.