Hi, there! I’m Matt.

I believe money is a means, not the end—and the right plan can buy back your time, your freedom, and your ability to live with purpose.

I work with professionals and families who want to retire early—not just to stop working, but to start living. Whether that means traveling more, giving more, or simply breathing easier, I help people build a plan that frees them to do what matters most. What I love most is watching clients realize they don’t have to wait until 65 to start living the life they were made for.

I’m a CERTIFIED FINANCIAL PLANNER™ with years of experience guiding clients through investment strategy, tax-efficient withdrawal planning, and creating a legacy. I joined One Degree because I saw a firm that doesn’t just talk about doing the right thing—it’s built into the DNA. Here, financial planning is personal, intentional, and rooted in a desire to help our clients flourish.

Outside of work, I live in San Diego with my wife, where we enjoy hiking, community life, and serving in our church in Encinitas, CA.  

What drives me is helping my clients walk away feeling peace, clarity, and a deep sense of alignment between their money and what matters most.