LPL Financial Planner
JC is a true local to Ft. Collins. Born and raised here in this bustling and exciting city, and among wonderful, hardworking family and friends. In 2004, JC saw a need for local residents and businesses to have access to wealth and retirement planning, without the stuffy atmosphere of some of the larger corporate planning offices, while maintaining the class and respect clients deserve.
Educationally, JC graduated from Missouri Valley College with a BS in Business. He is a Registered Representative and Investment Advisory Representative (for fee planning) of LPL Financial, holding Series 7, and 66 registrations. JC has also earned his Accredited Investment Fiduciary (AIF) Certification
When not in the office, JC loves spending time with his wife (of 15 years) and two children. He also enjoys outdoor sports, reading, and running.
LPL Financial Planner
Matt grew up in St Louis and got two degrees in his 4 years at the University of Missouri.
He moved to Colorado in 2006 to grow his financial and insurance practice and fell in love with Fort Collins.
His approach is not just about managing money but creating a financial future that aligns with the unique goals and aspirations of each client.
He loves meeting new people and the ongoing relationship that is created when helping someone achieve what they want in life.
In his free time, he spends time with his wife and three kids. He enjoys anything related to sports, outdoor activities, and playing chess.
