Matthew Tinyo has joined Jackson/Roskelley Wealth Advisors as a Junior Paraplanner and Client associate. He is responsible for providing exquisite service to all clients and reviewing that each financial plan is on track. Working with other members of the team, Matthew maintains relationships with clients to understand their core values. He joined the firm in 2022 and is loving every minute of it.
Prior to joining Jackson/Roskelley Wealth Advisors, Matthew held a variety of roles at mutual fund giant, The Vanguard Group, as a Client Associate, Retirement Specialist, and Investment Consultant. In addition, Matthew spent time in the operations department at CAPTRUST to gain knowledge of the intricate details involved in implementing a financial plan. His past experiences have allowed him to support clients by understanding their financial goals and sharing opportunities through his vast array of knowledge. He is passionate about getting to know our client’s values and partnering with them to align those values with their financial objectives.
Originally from San Francisco, California, Matthew moved to Arizona in 2013 and received a B.S.B.A. in Finance from The University of Arizona Eller College of Management on Scholarship. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63, 66 licenses. In his free time, Matthew enjoys hiking the beautiful Arizona landscape, golfing, mountain biking, playing jazz guitar, and taking care of his plants. Matthew also volunteers as a Steward at the McDowell Sonoran Conservancy; helping visitors find new trails and preserving the beautiful Sonoran Desert exclusive to the Southwestern United States.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.