Matt has worked in financial services since 1999, specializing in wealth management. He works closely with families, executives, and business owners providing financial planning and investment management services through their careers and into retirement.

Matt aligns each client’s personal and financial goals with their priorities around cash flow, risk management, wealth transfer, philanthropy, and income-and estate-tax considerations.

External Publications

  • "Cheers to Constellation Brands!" (Seeking Alpha and Google Finance , July 2016)
  • "Experts and Amateurs are Wrong on REITs" (Seeking Alpha, December 2014)
  • "Under Armour - Buy, Sell or Hold?" (Seeking Alpha, July 2014)
  • "InvenSense - Possible Apple Partner and Play on Wearable Technology" (Seeking Alpha and Google Finance, May 2014)

Selected Speaking Engagements

  • Guide to Retirement for Federal Employees
    (Federal Center, July 2014)


  • BS, business and health management, Colorado State University

Insights from Matthew Blake