Matt became an advisor to help friends and family but enjoyed it so much he's made it a career. Drawn to Butler Financial because of their integrity and unique approach to wealth management–incorporating their roots in taxation to offer more complete service and better advice.
With his background in banking, insurance, investments, wealth management, and in partnership with the Tax Specialists at Butler Tax, he is uniquely able to address all aspects of your financial life. His unassuming educational approach will help you understand the benefits and risks of different investment and insurance strategies, their tax implications, and how they may or may not fit into your personal plan.
He has been recognized as a SmartVestor Professional by best-selling author and radio talk show host Dave Ramsey.
Matt is a military veteran, a life-long learner, and holds a bachelor’s degree in economics from the University of Utah. He maintains the Series 7, 63 and 65 investment professional registrations and serves on the Salt Lake CFA Society’s Board of Directors.
Matt loves reading, writing, and spending time with his baby girl and amazing wife, Mandy.