Torrance, California Office
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Matthew’s own family’s experiences originally fueled his passion to provide advice with integrity and to educate clients – especially business owners, women in transition and retirees – so they can make informed decisions about their finances.
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Prior to joining EP Wealth, Matthew served as a portfolio manager and personal wealth advisor with Harris Financial Advisors, Inc. for 28 years, after leaving the Air Force as a captain following more than eight years of service.
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Matthew earned a B.S. in Aerospace Engineering from Parks College – St. Louis University, and his MBA at Wright State University. He holds the Chartered Financial Analyst and Accredited Investment Fiduciary® designations.
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Matthew’s wife is a hospital executive, his son now serves as an Air Force Lieutenant, and his daughter studies law at Harvard/Cambridge. Matthew is a Rotarian, and enjoys reading in his spare time.
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