Matt Rice is the Director of Financial Planning at IMA Private Wealth, where he leads efforts to enhance the firm’s financial planning culture and infrastructure.

Before joining IMA in 2024, Matt spent nine years at TIAA in various roles, including as a financial advisor and planner. His recent work has focused on supporting advisors in crafting comprehensive financial plans that address key areas such as asset management, tax-efficient income strategies, incapacity planning, and estate planning.

Matt holds a Master of Business Administration with a focus on Finance and Accounting from Regis University and a Bachelor of Science in Business Administration from Auburn University. In 2020, he earned the Certified Financial Planner (CFP®) designation. Additionally, Matt holds a FINRA Series 66 license, along with Colorado state licenses in Health, Life, and Variable Contracts.