With almost twenty years of experience in the financial planning industry, Matt brings both knowledge and dedication to helping clients reach their financial goals. From a young age, he developed a strong interest in mathematics, history, and connecting with people. This early foundation naturally led him to pursue a career in financial services.
Matt began his career at Weibler Financial while earning his bachelor's degree in business finance from the University of Idaho. He is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® (AIF®) designation. In addition, Matt maintains his insurance license and holds FINRA Series 7 and 66 securities registrations.
He is actively involved in both the local and financial communities. A long serving member of the Lewiston Rotary Club, Matt served as Club President. He also previously served as Board Chair of the Green Apple Project. His professional dedication and achievements have earned him multiple years of recognition on Forbes’ Best-in-State lists.
Matt and his wife, Jackie, are the proud parents of two daughters, Jane and Judy. He has a deep appreciation for Idaho and is especially fond of the community and life he and his family have fostered in Lewiston. Matt enjoys the outdoors, particularly activities such as fishing, hunting, and camping. He often shares these experiences with his family, valuing the opportunity to work alongside his daughters and create meaningful, lasting memories together.
2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, approximately 5000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in August 2023 based on data gathered from March 2022 to March 2023. 3,738 Advisors were considered, 1,464 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2024 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in August 2024 based on data gathered from March 2023 to March 2024. 4,081 Advisors were considered, 1,621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.