Bio
Matt helps individuals and families in Liberty Lake, North Idaho, and the surrounding communities make confident decisions about their money. At Numerica, Matt works alongside members to create practical, personalized investment strategies focused on retirement readiness, long-term investment growth, and lasting financial security.
He knows financial decisions can feel complex, so he focuses on making each step clear and manageable. His goal is to turn big-picture dreams into confident, actionable plans whether you're preparing for retirement, protecting income, or building your investments.
He helps members:
- Retirement planning: Build a clear plan for income, timing, and long-term goals
- Investment strategies: Align your portfolio with your risk level and future plans
- Insurance planning: Help protect your family, income, and assets
- Ongoing guidance: Adjust your plan as your life and goals change
Matt earned his degree from Eastern Washington University, graduating magna cum laude. Outside the office, he’s a golf enthusiast and craft beer fan who proudly cheers on the Seahawks, Mariners, and Washington State University. He enjoys traveling the world and is happiest spending time with his wife and their cat, Cocoa.
Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Important Information and Form CRS and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
