att specializes in working with closely-held business owners and real estate investors in a private advisory capacity. His specialties include working on complex projects that include entity sales and restructures, creative income and estate tax planning, and other financial advisory services for business owners. Matt's core focus is serving the business owners and real estate investors to make sure that the creative planning is executed with precision.
Matt has worked with the firm since graduating with honors from Linfield College. While in college, Matt served as a tax intern for the firm as well as holding an investment advisory internship with a local financial advisory firm.
Matt currently sits on the firms Investment Committee and runs the portfolio implementation and management for the firm's clients (he holds his series 65 license in addition to his professional designations).
Currently, Matt is an advisor to the Board of Directors of Snapware Corporation and is on the Providence Medical Systems of Oregon Planned Giving Advisory Board and the Linfield College Alumni Council. He is also an executive board member of the North Pacific Conference of the Covenant Church. He recently chaired his Church's building acquisition team and successfully secured a building, financing for the building and remodel costs, and led the Church through a rezoning process with the City of Beaverton.
Matt is both a Certified Public Accountant (CPA) as well as a Certified Financial Planner™ (CFP®) and is a member of national and local groups for those designations. In addition he has received the Certified Merger and Acquisition Advisor designation. Outside of work, he is a husband to his wife, Kate and a father to his two beautiful children. In his limited free time, he likes to spend time at his family's ranch in Idaho where he can fish, hike, hunt and otherwise relax.
Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)