Matt is a respected Financial Professional who is committed to helping his clients navigate the financial channels to help them reach a destination that suits them best. He delivers personalized investment and asset protection strategies to affluent families and business owners. Matt focuses on financial planning with a specialization in designing income distribution for individuals in or near their retirement. Matt believes it is his objective to help individuals and families understand the importance of financial stability through retirement planning, as well as having the right Life Insurance in place for their well-being.
After attending Mount Saint Mary’s College, Matt is now FINRA Series 6, 7 and 66 registered with HTK LLC; allowing him to offer dynamic planning portfolios for his clients. He provides refined strategies for asset accumulation, preservation, distribution and wealth transfer. Through a unique planning process, Matt helps develop a plan and execute a customized financial strategy built on goal based objectives.
Matt upholds the responsibility to consistently inform and guide comfortably throughout his financial planning process and strives to be a lifelong resource for his clients, their families and friends. Outside of the office, he most enjoys spending time with his wife, Christina, and 2 children, Liam and Sienna. He volunteers his free time coaching his kids in their respective sports and is an avid basketball and golf player.