I was raised in a small town near Omaha, Nebraska. My upbringing primarily consisted of being outdoors and traveling around the United States with a heavy emphasis on education. I graduated from the University of Nebraska with a degree in mathematics. Shortly after graduation, my wife and I got married and we now have two rambunctious boys. We love to camp, ski and explore the beauty of Idaho as much as we can.
I have been in the industry for around five years and here in Boise for two of those years. Recently, I made the transition from TD Ameritrade to being a full-service financial advisor here at Edward Jones.
What I love most about Edward Jones is that we make it our primary goal to find out what is important to you. We use an established process to build personalized strategies tailored to your goals. We have a number of ways to accomplish that, from managed investment portfolios to self-directed brokerage accounts and everything in between. I will partner with you throughout all of your life stages to help keep you on track.
Please reach out to me if you have any questions or want to get together.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Mountain Biking
Office Address407 W Bannock St Suite 100
Boise, ID 83702
Phone NumberMatthew Platt at (208) 672-1282
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