With over 25 years of experience in the investment industry, Matt is skilled in portfolio design, manager research, and investment strategy. He serves as the Investment Officer for TM Wealth Management and a Senior Lecturer of Finance at the University of Arizona. Matt is a CFA® Charterholder and Certified Financial Planner™, with a strong focus on professional ethics. His career spans roles with Ameriprise Financial, the University of Minnesota Endowment, and the Idaho Endowment Fund, among others. A former founding partner of Four Peaks Wealth Management, Matt now enjoys working with individuals and supporting non-profits. He lives in Arizona with his wife, enjoys outdoor activities, and has one son working in corporate tax.