Join us in welcoming Matt Trujillo

There is a new face around our office and it belongs to Matt Trujillo. He’s one of our two new Support Advisors who will be working directly with our financial planners and our clients. The focus of the Support Advisor position and Matt’s new role is to assist our lead planners in providing an even deeper level of service to clients. Managing Partner Tim Wyman adds perspective.

Matt is uniquely qualified for this role and has hit the ground running. We are excited to have both Matt and Nick join the firm - two quality people who espouse our firm and service values.

Matt has almost six years of experience in the financial sector. When he’s not here at the Center, you might find him playing with his son, fishing or playing and teaching chess. He’s lived in Michigan for the past 18 years, but originally hails from Denver, Colorado.

When asked why our team felt like the right fit for him, Matt said, “I think of the Center as a family of advisors helping families of the community meet their financial goals.” Welcome to our growing family Matt!