Matt enjoys building deep and meaningful relationships with his clients. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on financial and retirement planning to show his clients where they are, where they are headed, and where they will be in the future. He does this by taking the time to find out what is most important to his clients, both financially and personally, and curating a plan to help them pursue their own happiness and fulfilment.
Matt joined Merrill Lynch Wealth Management in 2017 and has been part of MKBH & Associates since 2022. He has been in the financial industry since 2016 after he graduated from St. Mary's College of Maryland with Magna Cum Laude honors and earned a B.A. degree in Economics and American Public Policy. Matt was also a member of the men's varsity lacrosse team at St. Mary's and represented the team on the student-athlete advisor committee (SAAC), where he led annual community service events and fundraisers for local nonprofits.
Matt and his fiancée, Abigail, currently live in Washington, DC. Outside of the office, Matt likes to travel, go to concerts, and try different restaurants with Abigail. He also remains active in his St. Mary’s lacrosse and Potomac School alumni associations.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
