I appreciate the opportunity to help clients understand their complete investment picture. I enjoy a good challenge, whether it be helping business owners save on taxes, individual savers determine if they are on track for retirement, or parents navigating future college expenses. I love helping clients go beyond their investments with Edward Jones as well. I help clients understand how Social Security, PERA and other pension systems will work, in cooperation with their various investment accounts, and how to get the most out of each.
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Traveling
- Snowboarding
- Volunteering
Office Information
Phone Number
Matt Surma at (719) 488-0457Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Branch Team
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