Roles and Responsibilities
Matthew is responsible for managing the firm's operations and leading a team of financial professionals. His role includes providing valuable training to producers with the purpose of supporting and propelling their business growth.
Furthermore, Matthew is also an Investment Adviser Representative who holds the expertise to offer recommendations and provide valuable advice on securities. He is skilled in managing client accounts and portfolios and plays a crucial role in determining the appropriate recommendations for securities. Matthew's competence extends to soliciting, offering, and negotiating the sale of investment advisory services. Additionally, he also supervises employees who engage in any of these activities. 

Career History and Focus
Matthew has had a thriving career in the financial and insurance industry since 2010. He began as an independent financial professional at SYNCIS, where he focused on personal production in Life & Annuity. This experience allowed Matthew to establish himself as a respected expert in the field. After two years, Matthew's dedication and expertise led to him being promoted to field director at SYNCIS, where he successfully supervised and mentored over 30 agents. His leadership skills and ability to drive results were evident during this time. In 2015, Matthew joined BridgeOne Insurance as a Senior Manager, further honing his skills in the industry. However, Matthew's passion for helping others led him to spearhead the creation of VisionTree College Consulting, an independent college financial aid consultancy. In this role, he served as both the Managing Director and Lead consultant, making a significant impact in the lives of students and their families. Matthew's exceptional talent and commitment didn't go unnoticed. In 2020, he became a Registered Representative of Kayan Securities, Inc. This allowed him to expand his services to include not only individual clients but also qualified retirement plans, such as 401(k) and pension plans, for corporations and institutional clients. Always looking to push boundaries and make a difference, Matthew joined forces with Allmerits Financial and Allmerits Asset, LLC in 2022 to expand their business in the qualified plan spaces. Moreover, his goal was to establish Allmerits Financial as a trusted name in the Korean Community. Alongside this venture, Matthew founded Planwise College Consulting to further broaden his scope in the college financial aid consulting industry. Matthew's journey in the financial and insurance industry has been marked by success, leadership, and a commitment to making a positive impact. His extensive experience and dedication make him a standout professional in his field.

Professional designations
Matthew holds the CCFS®, Certified College Funding Specialist®

Organization Activities
Matthew is one of the Board Members of Korean American Financial and Insurance Professional Association (KAIFPA) since 2022. 

Educations
Matthew has a Bachelor of Arts in Music from the University of California, San Diego in 2010. 
Matthew graduated from Crescenta Valley High School in 2005.