Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Matthew brings more than 25 years in financial services to his work with clients at Trajan Wealth, with a career built on oversight, accountability, and disciplined process. He served as Vice President and Supervision Manager at Bank of America and Merrill Lynch, leading regional business controls and risk management. Years spent on the compliance and supervision side of the industry gave him a clear view of what protects clients and what puts them at risk — and he believes clients should understand what they own and why they own it, so he walks through the reasoning behind every recommendation rather than asking anyone to take it on faith. Alongside his civilian career, Matthew has served in the Florida Army National Guard since 1991, having held the rank of Sergeant Major as a Senior Financial Management Advisor. That work had centered on public sector budgets, audit readiness, and financial reporting across state and federal agencies. He is a graduate of the U.S. Army Sergeants Major Academy and holds a Bachelor of Science in Business Administration from Columbia Southern University, along with a Level 3 Enterprise Financial Management Certification covering fiscal law, accounting, and professional ethics, and training in Six Sigma process improvement. Much of his career has been spent training and developing other financial leaders, a habit that carries directly into his client relationships, where education always comes before any recommendation.