Making $ense out of Personal Finance, Our Thoughts and Perspectives

Matthew is a Financial Planner who believes deeply in the client-centered approach to wealth management. Placing the relationship with his clients and their goals at the forefront of his business.

Matthew has a Bachelors of Administration degree in Economics and Finanance from McKendree University, and received his M.B.A in Financial Planning from California Lutheran University.

Matthew uses his expertise as a CERTIFIED FINANCIAL PLANNER™ to assist his clients in the areas of wealth management, investment management, tax planning, education planning, retirement planning and business planning. 

Connect with Matthew on LinkedIn! https://www.linkedin.com/in/matthewhuttoncfp

 

 Susan Crossan is the Chief Compliance Officer and a Financial Advisor for NBS Financial Services. Susan draws upon her medical background as a registered nurse to bring true caring and compassion to the financial advisory profession. Susan obtained her Master's Degree in Personal Financial Planning from the College for Financial Planning, in 2011. She holds her Series 65 Uniform Investment Advisor certification, and is licensed through the North American Securities Administration Association. Susan places immense value in the client-advisor relationships she nurtures, and spares no effort in ensuring their happiness with her services.

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