Jaron Wagner, CFP®Financial Consultant
Jaron came to Matter in 2021 and works from our Denver office. Before joining our team, he built a strong foundation in portfolio reconciliation and reporting while at SEI Archway, then spent nearly four years serving high-net-worth families at RMB Capital.
A graduate of Texas Christian University, Jaron earned his BS in economics with a minor in business and spent a semester abroad at the Lorenzo de Medici Institute in Florence, Italy. He has received his Series 65 and met the requirements to become a CFP® professional in April 2022.
Jaron was attracted to Matter because he enjoys supporting complex clients and building trusted, meaningful relationships with the families he serves. He also appreciates the opportunity to blend his technical skills in investment management with a passion for helping families communicate effectively and align on goals that further their legacies.
Jaron likes to spend his time away from the office being active outside with his 6-year old Australian Shepherd, Rylee. He loves sports (you might find him playing volleyball or spikeball at Wash Park) and knows that staying active keeps him thriving. On weekends, he heads for the hills to do “all things Colorado,” with a particular emphasis on hiking, camping, skiing, and fly fishing. And during his downtime, Jaron enjoys sipping great coffee and reading books about behavioral finance or auto-biographies on business leaders. A native Texan, he enjoys making and eating barbecue and incredible Tex-Mex.