CFA, CFP®, CTFA

Matt has always been drawn to strategy. Growing up, one of his favorite games was Monopoly, and unlike most kids, he actually enjoyed calculating taxes and interest. That early fascination with numbers evolved into a lifelong passion for finance, investing, and solving complex problems.

Matt joined JVL in 2013. He was drawn to the opportunity to build deeper, long-term relationships with clients and help them navigate the intersection of business, investments, taxes, estate planning, and retirement. While he enjoys the technical side of financial planning, Matt cares most about people. He believes he was fortunate to find a profession where he can continue to have a significant impact on people’s lives.

Matt graduated Summa Cum Laude from Cornerstone University with degrees in Finance and Business Management. He holds the Chartered Financial Analyst ® (CFA®), Certified Financial Planner (CFP®), and Certified Trust and Fiduciary Advisor (CTFA) designations. Matt previously served on the board and as Treasurer of the CFA® Society of West Michigan.

Matt and his wife, Amber, have three energetic boys. He enjoys church, camping, and athletics. Matt can also be competitive; he still remembers exactly who won the last family game night, and he'll be happy to tell you.