Matthew focuses on offering a comprehensive approach to managing wealth beginning with getting to know you, your family, your financial situation and what matters most to you. Then he helps create a customized wealth management approach to be flexible as your needs or market conditions change. He provides access to the investment insights of Merrill and the convenience of Bank of America to help address the various aspects of his clients’ financial lives. He is driven by a passion for delivering excellent service and helping clients achieve their goals.

He follows the deep-seated Merrill tradition of participating in the communities we serve. His passion is fueled by knowing that we make a difference in the lives of the families and organizations around us.

Prior to joining Merrill Lynch Wealth Management as the Resident Director, he served in a leadership role at another financial investment firm. In his time there, he was able to bring the branch from a consistently bottom-ranked branch to a top five contender quarter after quarter, while delivering exemplary costumer service to clients. During his six years in the finance industry, he earned the Series 7, 66, 9, 10 & 24 FINRA registrations. He moved to Bellingham, WA when he was five years old and still loves the small town that he grew up in. When he is away from the office you will find him enjoying spending time with his three year old daughter, Summer Rose, and his lovely wife Neyva. His hobbies include golfing, cooking, world travel and sports. 

That’s a little about him, more importantly, we look forward to learning more about you!