CFA, CFP®

Matt grew up playing games and loves any game involving strategy. One of his favorites is the age-old classic, Monopoly. Matt was the kid who actually calculated tax and interest. This pastime grew into a love of math, statistics, and charts. Believe it or not, he also has a sense of humor. Matt took these passions and began his professional career working as an investment consultant for a national brokerage firm.

With a desire to focus more on client relationships, Matt joined the JVL team in 2013. He enjoys the complexities of strategizing with clients on the interactions of their investments, taxes, and estate plans. 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®) and Certified Financial Planner (CFP®) designations. Matt previously served on the board and as Treasurer of the CFA® Society of West Michigan.

Matt and his wife, Amber, have three young boys who are full of energy. He is actively involved in his church and enjoys athletics, previously coaching soccer at the high school level.