Matt is extremely passionate about working with clients. Understanding the unique personal and financial goals of every client he works with is one of his guiding principles. He brings strong attention to detail, listening skills and empathy to each interaction to ensure his clients feel empowered to achieve those goals in retirement. He prides himself on his integrity and professionalism because he believes those characteristics help him provide the highest level of service and are critical to building long-term relationships. In addition to working directly with clients, one of Matt’s primary roles is coaching and developing other advisors in all areas of portfolio and practice management, and he currently supports more than 150 advisors.
Matt earned his B.S. in Business with a concentration in Finance, and he also holds his CERTIFIED FINANCIAL PLANNER™ designation, which has been the standard of excellence for financial planners. As a CFP® professional, he has met extensive training requirements and commitment to the Board’s ethical standards, which require him to act as a fiduciary by putting his clients’ interests first.
Outside of work, Matt enjoys travelling with his wife of 17 years and their two children. He loves playing golf with his son, as well as watching him develop his talents as an artist and graphic designer. He also loves watching his daughter pursue her passions of horseback riding, ballroom dancing competitions, and ballet performances.