About Us
Our Team
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Matt didn’t set out to be a “money guy”. Yet, it’s become a calling in this season of his life because he’s been prepared, the need and importance is significant.
After years of skepticism and a lot of research, Matt adopted “family banking” years ago as a key component of his family’s life and legacy planning – through properly structured whole life insurance.
A teacher at heart, Matt enjoys helping clients learn about options that bring principle protection, steady growth, and peace of mind. He enjoys helping people integrate principles and options he truly believes and invested in prior to having a career as a wealth strategist.
Matt enjoys skiing, biking, and hiking in western Colorado with his wife, kids, and Bernese Mountain Dogs.
THE BLOG
DFG BLOG SECTION
4 Recent Innovations in Life Insurance Policies
Life insurance is no longer constrained to the inflexible policies our parents held. Here are some of the latest additions and innovations to give you more options than ever. Today’s life insurance policies are not the policies our parents and grandparents grew up with and purchased. They offer more features [...]
4 Tips to Save For and Fund Your Child’s College Tuition
College is an investment in your child and your family, but it can come at a hefty price. Here are some tips to save! College and other forms of higher education have always been a vital part of planning a career. The foundation of any resume, a recent study [...]
7 Tips for Saving Money at the Pump
Gas prices are on the rise. Here are some ways to save a little bit of money. The surge in gas prices swooped in just in time to dampen the mood in 2022. With the Russian invasion of Ukraine continuing to impact oil prices all around the world, the [...]