Matt Stewart, CFP®

Board Member at Project Helping
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Contact Information
us****@****om
(386) 825-5501
Location
Denver Metropolitan Area

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Bio

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5.0

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LinkedIn User

I’ve known Matt for over 5 years and continue to be impressed by his professionalism, integrity, and hard work ethic. As a financial advisor, Matt always has people’s best interest in mind, whether they are clients of his or not. He continues to look for ways to give back - from creating new relationships to volunteering his time in the community. Matt cares about his work and more so the people he gets to work with and help every day!

Philip Cooke

Matt became an advisor of mine shortly after I got to CO, and I now consider him a trusted and reliable friend. Matt is not only kind, but is extremely well connected, and is a strategic thinker who stays informed about opportunities to serve and invest in our community. He has this passion for supporting those around him by connecting them with others, in hopes they might help each other out in some way. Everyone I know considers him a truly amazing person to know - I can't say enough good things about him

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Experience

  • Project Helping
    • United States
    • Mental Health Care
    • 1 - 100 Employee
    • Board Member
      • Apr 2014 - Present

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 2012 - Present

      My professional mission is to be the quarterback of my client’s financial lives and to create raving fans by having an empathetic grasp of other's viewpoints. I do this by building my social capital, expanding my sphere of influence and by having a commitment to continuous learning. My professional mission is to be the quarterback of my client’s financial lives and to create raving fans by having an empathetic grasp of other's viewpoints. I do this by building my social capital, expanding my sphere of influence and by having a commitment to continuous learning.

  • The Fox Hill Club
    • Head Golf Professional
      • Apr 2011 - Mar 2012

      My efforts were focused on the following:  Cultivating relationships with the membership  Mentoring and training the staff  Managing the day to day golf operation while providing stratetic future planning  Promoting the game of golf and being an ambassador in the community  Teaching students the game My efforts were focused on the following:  Cultivating relationships with the membership  Mentoring and training the staff  Managing the day to day golf operation while providing stratetic future planning  Promoting the game of golf and being an ambassador in the community  Teaching students the game

  • Cherry Hills Country Club
    • United States
    • Recreational Facilities
    • 100 - 200 Employee
    • Assistant Golf Professional
      • May 2005 - Apr 2011

      I worked closely with a great team to provide exceptional experiences to members and guests. My responsibilities included:  Effectively negotiate and resolve member needs  Assist in managing the day to day operations and personnel of the golf department  Work extensively with the Golf Committee and Hillsdilly (member-guest) Committee  Serve as recruiter, trainer and mentor to seasonal staff and interns  Assist in the golf operation budgeting, invoicing and accounting reconciliation  Assist in the buying and merchandising of goods; yearly sales over $750,000  Direct the junior golf program; created a fun and dynamic learning environment Show less

Education

  • Coastal Carolina University
    BBA, Marketing
    2001 - 2005

Community

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