Matt Irving – Associate
Matt is an Associate at Ulrich Investment Consultants. Matt’s interest and passion for the financial services industry began when he interned at Ulrich while attending Gonzaga University 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 closely with the Client Service and Advisor teams at Ulrich, helping to develop and implement comprehensive financial plans, assisting in the creation of prospect and client deliverables, coordinating with the investment research department, and working on client investment casework.
Matt graduated Summa Cum Laude from Gonzaga University with a Bachelor of Business Administration (Finance Concentration) and has obtained his CFP® 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, getting 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.