Matthew earned his undergraduate degree in business from Western Michigan University and his MBA from the University of Phoenix. In addition to his series 7 and 63 currently held at LPL Financial, Matthew also holds insurance licenses in several states. Finally, he earned a CFP®, Certified Financial PlannerTM, which helped to deepen his knowledge and enhance his clientsâ?? experience. Wanting a more personal and meaningful experience Matthew started his practice in Seattle to make an impact on individuals and their lives.