Matt joined J.F. Williams Co., Inc. in April 2008 with prior experience in personal financial planning for a Denver-based, fee-only advisory firm, as well as business technology consulting expertise from his career with a Fortune 500 company based in Silicon Valley. Matt began serving as the CEO of J.F. Williams Co., Inc. in 2017. As far as where things are headed in the future, Matt’s role is continuing to build an environment where financial professionals can foster their growth through apprenticeship, peer review and an ongoing commitment to competence and development. This way, our firm is prepared to help our clients plan through life’s transitions. Matt has a bachelor’s degree in business administration – finance from Humboldt State University and a master's degree in financial planning and taxation from Golden Gate University. He holds a Financial Planning Certificate from Kaplan University and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2008. Matt has served on the board and as chapter president for the Colorado chapter of the Financial Planning Association (FPA®). He is also a member of the National Association of Personal Financial Advisors. Matt’s interests outside of work include staying active, playing music, learning bits of Mandarin and hanging with his family.