Advisor Profile

Matthew is a Senior Associate of Wealth Management at Choreo, where he supports clients and advisors by overseeing operational processes, onboarding new clients, managing accounts, assisting with investment research, and responding to client inquiries with exceptional service. With a strong foundation in financial services, Matthew brings both experience and dedication to every client interaction.

Prior to joining Choreo, Matthew served as an Associate Advisor at Aldrich Wealth for over three years. He also spent more than two years with David White & Associates, where he began as a Financial Services Representative and was promoted to Financial Advisor.

Matthew holds a Series 65 certification, further demonstrating his commitment to professional excellence in the wealth management space.

Outside of his professional life, Matthew enjoys spending quality time with his family, friends, and trying new restaurants around town. 

EDUCATION

• Bachelor's degree in Finance & Financial Management Services, University of Nevada, Reno