Team

Matt Santori

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Financial Planning & Analysis Associate

Matt is a University of Colorado graduate and has completed his Series 65 Investment Advisor Exam.  He has spent the majority of his career in finance and accounting within the Hospitality, Construction, and Real Estate Development industries. With a knack for data analysis and systems buildout, he has found a rewarding career within the Financial Planning and Analysis world. Matt is a Colorado native who spends his time golfing, hiking/camping, doing culinary things, and spending time with his 4-year-old golden retriever Berkley.

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