Matthew Greve ChFC®

Financial Analyst

Matthew is a dedicated and accomplished financial professional with a Bachelor of Arts in Business Administration Management from Eastern Washington University, where he graduated in 2020. His passion for continuous growth is evident through his recent attainment of the prestigious ChFC designation from the American College of Financial Services in 2023.

As a Financial Analyst, Matthew's responsibilities are multifaceted. He excels at entering data and meticulously preparing financial plans for presentation. He's the force behind the daily trading for the book of business, ensuring that investments are closely monitored. Beyond finance, Matthew adds a dose of fun to the office by making sure every holiday is celebrated with enthusiasm.

Beyond numbers, Matthew enjoys video games, snowboarding, hitting the open road, and playing with his dogs. He's a well-rounded individual who thrives on both financial analysis and life's adventures. On weekends, Matthew cherishes time with his energetic nieces and nephews, bringing a balance of joy and warmth to his life outside of finance.