Meet Our Team

At Sonmore Financial, we work to help you achieve financial well-being.

Matthew Benson, CFP®, is owner of Sonmore Financial and a Certified Financial Planner™ serving Arizona’s retirees and pre-retirees, aerospace business executives, and East Valley technology professionals. Matt specializes in tax efficient investing, helping Sonmore’s clients maximize their retirement, college savings or donating to a worthy cause.

Matthew has extensive experience in helping clients leverage existing benefits available through employers and organizations to put together an attainable financial plan. From Roth conversions to employee stock options and beyond, Matthew is passionate about clients navigating the stages of their lives on their own terms – with a bit of expert guidance.

Matthew regularly lends his expertise to leading media outlets, having been featured in Bloomberg, MarketWatch, and CNBC. In 2023, Matthew was recognized by InvestmentNews 40 Under 40 for his leadership, contributions, and impact on the financial services industry. In the same year, Matthew was named in the ThinkAdvisor LUMINARIES Class of 2023 under the Community Impact category for his philanthropic services within the financial services industry.

Matthew began his financial industry journey in 2011. After earning his Bachelor of Science in Finance from the College of Business Administration at the University of Nebraska, Lincoln, Matthew worked with Vanguard and Mutual of Omaha, further developing his professional career to earn the Certified Financial Planner™ designation. In addition, Matthew has been vetted as a SmartVestor Pro™ through Dave Ramsey Solutions.

Outside the office, Matthew is actively involved in Redemption Church and The Financial Planning Association of Greater Phoenix. He is incredibly passionate about his involvement with Junior Achievement, an organization whose goal is to provide financial literacy to elementary, middle, and high school students.

When Matthew is not crunching numbers, he enjoys hiking, exploring national parks, cheering on the Huskers, and going on extensive road trips with his wonderful wife, Alexa and four kids, Ramsey, Stanton, Pierce, and Quincy.

Joe Boison

Operations and Administrative Manager

Joe Boison, Operations and Administrative Manager, leads up our service team and is integral to client onboarding and providing proactive service. Joe has several years of experience in logistics and operations, which allows him to make sure all of the moving parts fit together for smooth client interactions.

Jesus Zepeda Castro is our Paraplanner. He graduated from Arizona State University’s Financial Planning Program and has earned his CFP® (CERTIFIED FINANCIAL PLANNER™) certification and EA (Enrolled Agent) designation. His complimentary role in client meetings, client prep, and follow-up helps ensure that planning opportunities are communicated effectively and implemented efficiently.

Sonmore 2024 Tax Planning Guide for Retirement ebook cover

Free Download: 2024 Tax Planning Guide for Retirement