Matthew is a dedicated financial advisor with a passion for both helping clients achieve their financial goals and making a positive impact in their lives. As a proud member of Solid Rock Investing since 2022, he obtained his series 7 and 66 licenses. Matthew integrates his faith into his work, believing in the importance of integrity, honesty, and compassion in all his dealings. He is passionate about investment research, and enjoys analyzing market trends and identifying opportunities for clients.

He equally loves meeting with people, where he connects, understands their goals, and crafts tailored solutions. With diligence and enthusiasm, Matthew builds trust and lasting relationships through personalized financial guidance. Matthew finds inspiration in Psalm 121:1-2, “I lift up my eyes to the mountains—where does my help come from? My help comes from the LORD, the Maker of heaven and earth. This verse serves as a constant reminder of his reliance on God’s guidance and provision in both his personal and professional endeavors.

Outside of the financial world, Matthew has been married to his beautiful wife Grace since 2021. If he’s not at home spending time with his wife and pup, Hank, you can find him spending time outdoors golfing, at a Detroit Pistons basketball game, or playing guitar.

Sarah is our Office Manager and brings a wealth of personal and professional knowledge & experience to the dedicated Solid Rock Investing team. She began her career with us in 2012 & works diligently to provide support, insight & organization to the financial advisors, executive assistants, as well as the clients directly. She is passionate about helping others learn & succeed, in their job responsibilities or their finances.

Outside of work, Sarah is a loving wife & busy Mom who enjoys candle making, running marathons across the country, playing the piano & murder mystery podcasts. She is an avid U of M sports fan and spends as much quality time with close friends & extended family as she can.

When you reach out to Solid Rock Investing, you’ll be warmly greeted by one of our friendly team members. They’ll assist in scheduling either an in-person or virtual meeting, depending on your preference. Regardless of your location (we currently serve clients nationwide), we’re here to accommodate you.

During our initial meeting, we’ll embark on a journey of discovery, delving into your current financial landscape, aspirations, and dreams. Our goal? To help you achieve a balance of living well prior to and during retirement.

Once we have decided that it makes sense to work together, we will complete a Risk Tolerance questionnaire that is quite fun to work through. This simple yet insightful exercise helps us understand your comfort level with risk in your investment portfolio.

Once we have completed the Risk Tolerance Assessment, we’ll explore how much risk you’re willing to take and what’s on the table for you. After that, we’ll explain further, the difference here at Solid Rock Investing: our intensive research process. We take pride in crafting our own investment models and portfolios based on this research. Don’t worry, we won’t inundate you with unnecessary details, but we’ll certainly shed light on what sets us apart from other investment experiences you may have had. By the end of our first meeting, you’ll have a clearer picture of how we operate and why we’re confident in our strategies.

At this point, we are excited to move forward with you in your financial planning journey. We will now send you our ‘New Client Background Profile’ via email to gather all the necessary information required for setting up your accounts. Once we receive your responses, we’ll be well prepared for our second meeting.

During the second meeting, we’ll delve deeper into the strategies for investing your money to align with your retirement goals and aspirations. Finally, we will also unveil the financial plan, a roadmap showing where you stand currently and the path, we’ll navigate together to achieve all your retirement objectives.

Once we have this plan in place, we will continue to meet on an annual basis, or more often if you prefer, to be sure we are updating the plan. These meetings will make sure we are on track to meet all the goals we have set.