Mathew W. Roper, CFP®

Mathew's Bio

Mathew is a fee-for-service advisor who provides financial planning and investment management advice to individuals and businesses. Prior to joining Shelgren Financial Group he worked as a financial analyst, investment banker, and institutional trader for Sagient Research, a boutique investment bank and publisher of institutional research. In addition, he has worked in various roles at Oppenheimer & Company and American Express Financial Advisors.

Mathew graduated from the University of Washington with a B.A. in Business Administration. He is a Certified Financial Planner™ and Investment Advisor Representative of Shelgren Financial Group and holds NASD Series 7, 66, 65 and insurance licenses.

Services offered

• Retirement Planning
• Investment Management
• Investment Related Tax Planning
• Estate Planning (Coordinate with an Attorney)
• Insurance Needs (Life, Disability and LTC)
• College Planning