Matt Irving, CFP® – Advisor
Matt is an Advisor at Ulrich Investment Consultants. His interest and passion in the financial services industry began when he interned at Ulrich while obtaining his undergraduate degree in in Spokane, WA. Matt has held roles with a global investment management firm, Natixis Investment Managers, and a multi-family office based in Nevada.
Matt rejoined Ulrich in 2022 and now works as an advisor for the Firm. Acting as a holistic, fiduciary advisor, he works closely with clients to develop and implement comprehensive financial plans. He also advises and serves as a primary point of contact for the Firm’s ERISA-covered relationships.
Matt graduated Summa Cum Laude from Gonzaga University with a Bachelor of Business Administration (Finance Concentration) and has obtained his CERTIFIED FINANCIAL PLANNER™ certification.
Matt and his wife Brenna live in Las Vegas, Nevada with their dog, Stella. Outside of work, Matt enjoys spending time with his family and friends, exploring the outdoors, and reading.
Brooke Swain - Junior Associate
Brooke Swain is a Junior Associate at Ulrich Investment Consultants. Brooke is responsible for client account servicing and provides general support to the Consultants and Operational professionals. She also serves as an intake coordinator for financial planning services. Prior to joining Ulrich, Brooke held positions as Branch Associate at S. Harris Financial Group where she collaborated with Certified Financial Planners to create holistic financial recommendations and served as a peer advisor at Texas A&M University. There she created and delivered presentations to students and campus organizations on financial topics.
Brooke graduated from Texas A&M University with a B.A. in Communication, minoring in Business with a concentration in Financial Planning. She also began the Financial Planning coursework required to sit for the CFP exam and served as a Financial Planning Ambassador for the Financial Planning student organization. In her spare time, Brooke enjoys fitness and hikes with her husband exploring their new home in New Mexico.