What Can You Expect From Matt: 

Matt specializes in bringing creative planning solutions to our single-female cohort, ensuring their financial foundations are both secure and empowering. He acts as a primary support to Todd, clarifying client objectives through meticulous fact-finding and the development of high-impact engagement proposals. Matt’s client-first philosophy is the driving force behind his work; he aims to build a solid foundation that allows clients to take meaningful action with total confidence.

Knowledge & Experience: 

Matt is on track to earn a bachelor’s degree in finance with a minor in financial planning and wealth management by spring 2026 at Fairleigh Dickinson University. He has already gained significant strategic experience, including an internship at Citigroup focusing on wealth growth and expansion. Matt has earned his SIE certification and his Series 7 and 65 industry licenses through LPL Financial, demonstrating a high-level commitment to the profession.

Get To Know Him: 

As a lifelong baseball player and avid fan, Matt brings that same team-oriented spirit to every aspect of his work. In his downtime, he enjoys the winter challenge of snow plowing, playing pickleball, and staying connected with his family and friends.