Matthew Forney, CFP® CPWA®

Matt has spent his career helping individuals and families navigate the complexities of wealth management with clarity and confidence. His experience includes serving as Director of Client Family Services at Market Street Trust Company, where he guided multi-generational families through all aspects of wealth planning, including investments, estate strategy, tax, philanthropy, and family governance. Earlier in his career, he was Vice President and Wealth Advisor at Tompkins Financial Advisors and held client service roles at Vanguard. He earned his CFP® designation in 2018.

Originally from Pennsylvania, Matt now lives in Colorado Springs with his wife, their three kids, and the family dog. Outside of work, he enjoys staying active through hiking, running, and lifting weights, as well as golfing and cheering on his beloved Pittsburgh Steelers.