Mathew W. Roper, CFP®

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™ professional and Investment Adviser Representative of Lincoln Investment Planning, LLC., and holds FINRA Series 7, 66, 65 registrations, 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