Matthew Sheets, CFP®
Client Relationship Manager
firstname.lastname@example.org | 503 731 7303
Matt joined Vision Capital in 2023 and works with clients to provide investment management and financial planning advice. He has been working in wealth management since 2014.
Growing up, the importance of saving and investing was regular dinner table conversation for Matt’s family. With this background and a passion for the intersection of human behavior and business, helping clients use investing and strategic planning to achieve their financial goals was a natural fit. Matt enjoys breaking down difficult financial topics to make them easy for clients to understand. As an avid sports enthusiast, you might find him cheering on his Oregon State Beavers or working to bring down his golf handicap in his free time.
- Financial Planning Association
- Boys & Girls Club of Portland Associate Board
- Bachelor of Political Science, Oregon State University, 2013