Broker Check

(949) 209-9441

Team

At MKT Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Matt Todsen CPWA® RMA®

Matt Todsen CPWA® RMA®

President

(949) 209-9441

866-822-0009

Mtodsen@mktwm.com

President and CEO of MKT Wealth Management Matt Todsen has nearly two decades of experience in the financial services industry. Using a client-centric approach, Matt dedicates the time needed upfront to educate his clients,...

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Andy Purmort

Andy Purmort

Managing Director

9492099441

8668220009

Managing Director of MKT Wealth Management Andy Purmort brings over two decades of experience in the financial services industry. With a client-focused approach, Andy specializes in helping clients manage retirement, avoid unnecessary...
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Arthur Cooper

Arthur Cooper, CFP®

Managing Director

The day a client stormed out of a meeting, proclaiming it had been a total waste of time, changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected...

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Wil Smith

Wil Smith, CFA, CFP®

Certified Financial Planner™

We feel extremely fortunate to have Wil on board, as he brings with him a strong foundation in comprehensive financial planning. Wil is active in the financial planning community, having served as President of the Financial Planning...

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Tonya Collier

Tonya Collier, CFP®

Acting Principal

Tonya keeps us all in compliance and provides guidance for all our registered representatives, attending to every possible question or concern. If you have a problem, she will find the solution. A CERTIFIED FINANCIAL PLANNER™...
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Lisa Mirfakhrai

Lisa Mirfakhrai

Strategic Partnerships Manager

Lisa Mirfakhrai is our organization's Strategic Partnerships Architect. She brings a wealth of experience in partnerships and business development with a background in real estate, credit, and financial services. With her sharp...
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Jason Werner

Jason Werner, CFP®

Principal Support

Jason Werner serves as Principal Support, working closely with Tonya Collier to provide exceptional service to our clients. A CERTIFIED FINANCIAL PLANNER™ professional and Series 24 license holder, Jason brings over 17 years of rich...
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Cayana Peterson

Cayana Peterson

Media Strategist

Cayana Peterson is our Media Strategist and Office Administrator, bringing a blend of digital expertise and creative vision to our team. Based in Austin, TX, with regular visits to Orange County, Cayana seamlessly bridges remote work...
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Vanessa Allen

Vanessa Allen

Chief of First Impressions and Operational Excellence

Vanessa Allen is our Chief of First Impressions and Facility Operations. With her warm demeanor and extensive experience, Vanessa has been the cornerstone of our office operations for years, ensuring that our physical space and team...
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