Matt specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance solutions. He partners closely with his clients to assess their needs at every transition, bringing clarity to complex situations. Matt presents solutions in a clear and relatable way that helps his clients identify what they hope to achieve over the short and long term. Together, he and his clients create actionable plans that inspire confidence and security.
During his tenure with the firm, Matt has been a Chairman’s Club recipient and President’s Council awardee for multiple years. His clients appreciate his approachable and comfortable manner and frequently invite their family members and friends to reach out to Matt as a trusted advisor.
Matt holds a bachelor’s degree in finance with a minor in economics from Kings College and holds his FINRA Series 7, 6, 63, and 65 Securities licenses. Matt’s experience as a college athlete led him to pursue coaching at Kings College after he graduated, which gave him strong leadership and mentoring skills to bring to his career in financial services. He and his wife are actively involved in their local church and Matt often partners with his M&T colleagues on community service projects, including working at the local food bank and building homes with Habitat for Humanity. An avid golf enthusiast, Matt can be found on the links during his free time. He also enjoys spending time with his wife, daughter, and dogs and kayaking when time permits.