As a Managing Partner at Wilbanks Wealth Management Group Inc., Matt gets to use his skills gained as a scientific researcher and Certified Financial Planner™ to help successful people work towards their goals. He and his team have developed a process to help professionals who have created thriving careers and businesses but worry about their personal finances. His clients tell him how much they appreciate his pressure free and transparent approach to understanding their goals and creating a path to reach them.
Matthew says that his favorite part of this industry is watching successful people accomplish their goals. You can find him reviewing financial plans with clients and acting in the role of HR, accounting, and operations at Wilbanks Wealth Management.
When he’s not busy at the office, Matthew is an avid distance runner who loves staying active in Colorado. He enjoys hiking, skiing, and hockey, while also spending quality time with his wife, Jessica, and their three children, Maxwell, Sam and Gwen.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.