Matt began his financial services career in 2005. Most recently he was with JP Morgan as a private client advisor. He takes a personalized approach to help clients define, coordinate, and evaluate each client’s financial needs and to develop financial strategies. He is a Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Matt is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc. He is a graduate of Indiana Wesleyan with a Master of Science degree. He also holds the Accredited Asset Management SpecialistTM and Accredited Wealth Management AdvisorTM designations from the College for Financial Planning Institutes Corp. He also has an Undergraduate Certificate in Investment Management from Yale University. He is married and enjoys spending time with his family and grandchildren. He participates in a golf league with his father, as well as playing soccer and volleyball.
*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
