Favorite quote: The desire of gold is not for gold. It is for the means of freedom and benefit. –Ralph Waldo Emerson
As Paraplanner to the firm, Matt aims to assist the firm's financial advisors in educating clients in understanding their financial goals and developing a working plan to help work toward those objectives.
Matt entered the financial services industry in 2019, driven by a desire to effectuate change and improve the fiscal literacy of his community.
Matt holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation and earned a B.A. in Theatre from the State University of New York at Oswego. This talent for communication lends to Matt's ability to effectively and comfortably communicate with clients and deliver to them a well-constructed and tailored plan.
When not at work, Matt enjoys spending time with his wife and three children. Matt is an avid outdoorsman and reader, and delights in time spent supporting his children in their interests. Matt is a coach with the Be Big Be Brave project, where he aims to inspire youth by teaching them the fundamentals of flag football in tandem with team building, leadership, self-awareness, anti-bullying and community involvement.