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Our Approach

Matthew Sursely

Vice President
Trust and Investment Advisor Supervisor
Financial Planner
Walla Walla
  • Attained FINRA Series 7 & and Series 66
  • B.A., Business Administration, Western Washington University

Matt joined Baker Boyer in 2019 after over a decade working in financial services in Hawaii.  His experience in residential lending has taught him the importance of helping clients set financial goals. He values the relationships he develops with his clients through that process.

Matt views the financial world as a source of knowledge. He has always enjoyed working with numbers and appreciates how many inquiries are solvable using them. He also values the different perspectives and interactions with his team as they review and provide financial plans for clients.

Matt has always cared about the health and wellbeing of youth. He has coached youth sports and club soccer.

  • Five Things About Me
  • Lived in Hawaii
  • Swam with sharks and dolphins
  • Enjoys woodworking
  • Loves to cook and barbeque
  • Favorite Book: “The Art of Happiness” by His Holiness the Dalai Lama and Howard C. Cutler