CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Service and Operations
Matt is responsible for coordinating all aspects of pre and post-retirement planning and implementation, tax & wealth transfer strategies, portfolio creation & implementation and monitoring of financial markets.
Prior to joining Jim in 2003, Matt worked as a financial analyst and institutional trader for Sagient Research, a boutique investment bank and publisher of institutional research. In addition, he has worked in various roles at Oppenheimer & Company and American Express Financial Advisors.
Matt graduated from the University of Washington with a B.A. in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative of Lincoln Investment and holds FINRA Series 7, 66 securities registrations and insurance licenses.
Rory has been advising clients on retirement transitions since 2013. He would tell you that he knew he wanted to be a financial advisor since high school. Growing up without means and watching his mother struggle to raise children on her own while working full time has shaped Rory's views and philosophy about finances. His goal is to provide security for his clients, first and foremost, in hopes that a strong foundation will allow them to focus on enhancing their lives beyond their finances.
Rory grew up in Twain Harte, CA a small town in the foothills near Yosemite where he met his wife Sherrie. They now live in Maple Valley with their son Parker. When he's not working or spending time with his family you can find Rory on the mountain for some snowboarding or mountain biking or on the basketball court working on his jump shot.