Background and Education
Matthew is a registered investment advisor and a CERTIFIED FINANCIAL PLANNERTM. He graduated with a bachelor’s degree in Consumer Economics with a focus in Financial Planning from the University of Illinois at Urbana-Champaign. He went on to then acquire a master’s degree in Personal Financial Planning from Texas Tech University.
Matthew began his professional career in 2013 with a multinational brokerage firm and 401(k) provider. He joined ShankerValleau in 2017.
Matthew and his wife, Deena, live in Jefferson Park. They enjoy watching the Cubs at Wrigley Field, trying out new food venues, and exploring the city.