Q and A with Matthew Gibbs, MBA

Q&A With Our New Paraplanner, Matthew Gibbs, MBA

June 2022

AMY: Hello Matthew! Welcome aboard. To start, could you tell me where you’re from originally?

MATTHEW: I grew up in Wellesley, Massachusetts but I’ve lived in Pennsylvania, Boston, Wyoming, and Oregon.

AMY: That’s quite the list! Can you tell me about your journey to these places and what brought you to Vermont?

MATTHEW: Sure thing. After growing up in Massachusetts, I went to college in Pennsylvania. I moved back to Boston after school where I worked for a number of years. In 2016, Annie (my wife) and I decided to pivot from our careers and move west via a brief 1.5-year stint in Jackson, WY, where we skied and snowboarded and explored the Tetons and the amazing wilderness out there. After about a year and a half, we decided to continue west and moved to Portland, Oregon. I got my MBA in Finance from Portland State University and landed my first job in financial planning. We had been in Portland for about 3 years when we decided to be closer to our families on the east coast, so we packed up and moved to Vermont in September 2021. Annie’s family is from Vermont originally, and we have a lot of good friends here. We love it so far, and we’re definitely here to stay!

AMY: Welcome to Vermont! So, why did you choose financial services, and why do you want to be a financial planner?

MATTHEW: I’ve worked in client service in various capacities (home energy assessments, restaurants, consulting for B-Corps, etc.) and loved the “people” side of these jobs, but never found an industry I was really excited about. In my Business school program, I decided to specialize in finance, took several investment-related courses, including portfolio management, and realized that I really enjoyed the objective, analytical side of investment management. And so, when I learned about this thing called Financial Planning, I quickly realized that it combined my main interests and set my sights on becoming a financial planner. I’m now fully licensed in Vermont and working to become a Certified Financial Planner through Boston University’s Financial Planning program.

AMY: Thanks for sharing! That’s a really interesting path, and I’m glad you found your way to our firm! What are your passions outside of work?

MATTHEW: I’m an avid backcountry skier, and I also like to trail run and hike when it’s not snowing. My guilty pleasure is online chess, though.

AMY:  A chess player! Very interesting. Ok, if you had to eat one meal for the rest of your life, what would it be and why?

MATTHEW: Easy! Rice, pinto beans, fried eggs, with a side of sausage and avocado. And black coffee, of course. I love breakfast, rice and beans, so that’s really the perfect combo.

AMY: Awesome! Thank you for sharing. We’re happy to have you, and we welcome you to the team!

MATTHEW: Thank you!