Matt works with financial professionals and their clients to design comprehensive risk management solutions. With experience in estate planning, wealth transfer and business planning, Matt is a trusted consultant and subject matter expert for Financial Advisors, CPAs and their clients.
Matt’s prior experience includes 20 years as a practicing Financial Advisor, Area Leader and Regional Vice President (Prudential). He is a Certified Financial Planner (CFP®), holds an MBA from Brigham Young University (BYU) and is also fluent in Spanish. He holds FINRA Series 6, 63, 65 and 26 securities registrations.
As a Managing Director at Long Road, he is committed to designing innovative solutions to meet the diverse needs of clients and partners, and he upholds the highest standards of professionalism and integrity.
Originally a Hoosier, Matt now resides in Eagle Mountain, Utah with his wife, Marci. He enjoys cycling, skiing and spending time with his seven children and three grandchildren.
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