Matthew Goodrich

Matthew Goodrich is an experienced financial professional currently serving as a Financial Planner at Spectrum Financial Group since July 2017. In this role, Matthew provides comprehensive analysis of clients' financial situations, identifies goals and concerns, illustrates strategies to achieve those goals, and offers solutions for any identified gaps. Previously, Matthew gained valuable experience as a Wealth Management Intern at UBS from August 2015 to August 2016, where responsibilities included preparing client packages, educating clients on services, and delivering outstanding customer service. Matthew holds a Master of Business Administration (MBA) in Finance and a Bachelor of Science (BS) in Finance from The University of Texas at Dallas.