Hi, I'm Matthew R. Harris

I began my career in financial planning with Northwestern Mutual in the college internship program. Even though I got off to a slow start, taking almost 3 months to acquire my first client, I fell in love with financial planning and was named one of the top interns in the country in 2009. I also finished up my degree in Engineering and Economics at the Colorado School of Mines that same year, playing baseball for the school, studying only when necessary, and playing way more golf than any college student should (thanks, Tyler). 

I love working with people and I realized that I could put one of my greatest strengths to good use in the financial industry – taking complexity and making it simple and easy for people to understand. This, along with my ability to really listen and understand my clients’ goals, concerns, and objectives, make me uniquely suited for a career in this field. I treat every meeting as an opportunity to connect and engage with people on a deep and meaningful level, then I simply find ways to be a valuable resource for them in any way that I can. 

Working with Northwestern Mutual gave me a deep understanding of the technical aspects of financial planning. I gained valuable insights by working closely with an exclusive network of experts who helped me put together comprehensive financial plans and secure the financial future of over 300 clients. Ultimately, I decided that becoming an independent planner gave me more flexibility to create customized solutions for my clients. Instead of being married to one company, like I once was, I am now able to shop the market for creative ideas, solutions, and products more specifically designed to help my clients succeed financially.  

When I'm not helping people grow, protect, and preserve their hard-earned wealth, I am writing, putting unnecessary off-roading equipment on my Toyota Tacoma, spoiling my nephews Henry and William, looking for a long-lost tee-shot at a local golf course, or in pursuit of finding the perfect Manhattan at some hidden-gem restaurant in my beautiful home state of Colorado.