Michael Matson

Senior Performance Reporting Analyst

Michael joined Geometric Wealth Advisors in 2022. He spent the previous ten years in middle and back office roles at Northwestern Mutual and NextCapital. He was drawn to financial planning by the satisfying mix of logic and creativity, finding deep satisfaction in discovering clever ways to optimize a firm’s data and back-end processes to improve both quality and efficiency.

Michael lives in Tulsa, Oklahoma. He is an avid cyclist as well as a coffee and beer connoisseur.

Education

B.B.A., DePaul University

Experience

NextCapital – Investment & Trading Operations
Northwestern Mutual – Financial Planning and Analysis
Northwestern Mutual – Investment Operations