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True wealth is investing on purpose so you can live with purpose.

Meet Matt

 

Matt first began his financial career right after graduating Arizona State University with a bachelor’s degree in Global Business. Helping individuals as a residential loan officer realize their financial goal of home ownership sparked a journey that lead him to begin his wealth management career in 2008. Along with Clay Kazmierski, they founded Pangea Wealth based upon shared core values of putting the client first and having a plan-oriented approach to decision making and Matt has since joined the Carson Wealth family. Understanding that in dealing with him or his team there is the highest level of trust, he is passionate about the responsibility it requires. These principles have fueled his burning desire to succeed for his clients, and to continuously grow personally and professionally. For over a decade, Matt has been committed to building his financial firm, aligning partners and resources all for the common goal of bringing suitable solutions and offerings to his clients.

He and his wife, Tarell, reside in Scottsdale, Arizona and have 2 wonderful children. He enjoys spending time with his family, traveling, skiing, hiking, camping and pretty much anything outdoors!

Matt’s credentials include AIF® (Accredited Investment Fiduciary) PPC® (Professional Plan Consultant) and CPFA (Certified Plan Fiduciary Advisor). He currently holds the Series 7, 24, and 6 registrations.

 

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.