Matt is known for being a particularly good listener, with the ability to help clients prioritize their objectives and visualize the future. What holds true for success, whether a contractor or a financial planner, is the importance of establishing clear goals and developing a path to make them happen. Matt has valuable insight on how to successfully run a small business, which is critical in his work helping business owners and executives navigate important life decisions.
Matt holds the Accredited Investment Fiduciary® and Chartered Retirement Planning Counselor® designations. He is a member of the Financial Planning Association and Provisors, a network of leading legal, financial, and business professionals. He is married to his wife Nina and together they enjoy cooking, traveling and spending time with loved ones.