Matt is a director and Family Wealth Services Practice Leader located in our Seattle office, who has been serving clients since 2007. A CPA, CFP, and MPAcc, he is recognized as a national resource for proactive tax, estate, and gift planning, real estate, and technology.
Beyond tax compliance and planning, Matt works with clients to create and manage wealth. He leads the family wealth services team, which provides a broad range of tax consulting and planning services for executives, business owners, and multi-generational families across the Pacific Northwest. Additionally, Matt closely partners with various teams of wealth managers and estate planners to create custom crafted plans for clients.