Matt specializes in helping high net worth families with advanced planning. His focus is on preservation of capital, enhancing and protecting client wealth, tax mitigation planning with their CPA and tax attorney, wealth transfer, and charitable giving. This is done through partnering with our families and creating long-term, personalized financial plans.  

Matt is a Certified Financial Planner® (CFP®), has his Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor® (CRPC®), and Wealth Advisor designations, and has spent the last 17 years serving high net worth families and their trusted advisors. Prior to the founding of NewBridge Wealth Management at UBS, Matt worked with Andy and Roe at Merrill Lynch advising high net worth families in a similar capacity.

Consistent with his passion for learning, Matt earned a BA degree from the University of Portland and has since completed additional programs at the Wharton School of the University of Pennsylvania and American College. He is also an active member of IMCA®, the leading continuing education institution for the financial industry.

In his free time, Matt enjoys golf, mountain sports, fly fishing, and fundraising for a few local charities. Matt and his wife, Devin, have three children - Sophia, Allison and Benjamin - and make their home in Castle Rock.

• University of Portland BSBA
• The American College, CFP® Certification Curriculum

• Series 24 - General Securities Principal
• Series 51 - Municipal Fund Securities Principal
• Series 7 - General Securities Representative
• Series 63 & 66 - Uniform Securities Agent State Law and Combined State Law
• Series 4 - Registered Options Principal

• Financial Planning Association of Colorado - Board of Directors (past member)
• Married with two daughters and a son
• Enjoy time with family, golf, hiking, photography and mountain sports

AZ, CA, CO, CT, DC, FL, ID, IL, IN, KS, LA, MA, MI, MN, MO, NJ, NM, NV, NY, OK, OR, PA, TN, TX, VA, VT, WA, WY