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Routing #: 307070005

Matthew Harris

Senior Financial Advisor

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Matthew!

Office (719) 550-6400

Contact Matthew

  • 22
    YEARS IN CUSTOMER SERVICE
  • 9
    YEARS IN INVESTMENT SERVICES
  • 10
    YEARS IN COLORADO
“'Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes.' - John Bogle”
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Education

Michigan State University
BS in Economics, BA in Communication
2010

Areas

Colorado Springs, Pueblo, Rye, Cañon City, Pueblo West

Service Centers

Pueblo Main Service Center Pueblo West Service Center Cañon City Service Center Rye Service Center Fountain Service Center Jet Wing Service Center

Interests
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  • icon of a chef's hat to indicate an interest in cooking or baking

Get to know Matt

Matt has been in the investment industry since 2014 – initially gaining his licenses as a stock and options trader, but shortly after identifying the opportunity to help more people by shifting his focus to financial advising.

Through one-on-one consultations, he is able to create comprehensive financial plans that are tailor-made based on each client’s unique situation.  He takes time to listen, educate, and understand each client’s needs while utilizing simple, but effective approaches towards investing, retirement planning, and helping members build wealth & achieve their personal financial goals.

Matt has lived in Colorado since 2013 and loves to travel, dance, ski, surf, cook, experience live music, play guitar, and hike with his pup.