Matthew Sanchez

Current Employers

Employment History

• 01/2015 → 05/2022
  The Classical Academy - College Pathways
  Colorado Springs, CO
• 08/2018 → 07/2020
  Pikes Peak Community College
  Colorado Springs, CO
• 08/2020 → 12/2022
  University Of Colorado Springs
  Colorado Springs, CO
• 05/2018 → 05/2019
  The Navigators
  Colorado Springs, CO
• 08/2019 → 08/2021
  Dutch Bros Coffee
  Colorado Springs, CO
• 08/2021 → 07/2022
  Switchback Coffee Roasters
  Colorado Springs, CO
• 07/2022 → 06/2023
  Switchback Coffee Roasters
  Colorado Springs, CO
• 12/2022 → 04/2024
  Switchback Coffee Roasters
  Colorado Springs, CO
• 04/2024 → 03/2025
  Aston Carter, Inc For C.H. Robinson
  Frisco, TX
• 04/2024 → Present
  Switchback Coffee Roasters
  Colorado Springs, CO
• 04/2025 → Present
  Ascend Financial Group, Llc
  Allen, CO
• 03/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 10/2025 → Present
  Advisoredgeos Llc
  Allen, TX

Other Businesses

Matthew Sanchez; not investment related; 700 S. Central Expressway Ste. 400 Allen, TX 75013; registered insurance agent; 04/01/2025; approximate number of hours/month you devote to the other business 100 during trading hours; Insurance agent, selling insurances and annuities. Ascend Financial Group, LLC ; not investment related; 700 S. Central Expressway Ste. 400 Allen, TX 75013; registered insurance agent; 04/01/2025; approximate number of hours/month you devote to the other business 100 during trading hours; Insurance agent, selling insurances and annuities. Switchback Coffee Roasters Roastery LLC; not investment related; 909 E MORENO AVE COLORADO SPRINGS , CO 80903; Contractor - Marketing; approximate number of hours/month you devote to the other business 20 after trading hours; Marketing manager, oversee all marketing activities online and in person. Manage a small team that executes daily tasks, coordinate with vendors and leadership. AdvisorEdgeOS LLC; not investment related; 700 S. Central Expressway Ste. 400 Allen, TX 75013; Member; 10/24/2025; approximate number of hours/month you devote to the other business 8 after trading hours; AdvisorEdge creates smart financial tools that help life insurance agents and advisors simplify complex client strategies with interactive calculators.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-04