With over 13 years of industry experience, Matt has worked with clients with wealth management strategies, investments, retirement planning, college education planning, estate planning, lending, and insurance, among other planning needs. Matt leverages this extensive experience with his relentless work ethic and attention to detail from his time serving in the United States Air Force for 4 years to assist clients in planning for their goals and dreams.  Matt has also earned the title Senior Portfolio Advisor in addition to Senior Financial Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
 

Matt incorporates five core principles into his client relationships which are the foundation of his practice.

5 Principles (P's):

1) Person- Matt is committed to building an authentic, long-term relationship with his clients where he will listen and challenge them to be the best person they can be.

2) Process- Matt uses a thorough process of understanding client’s needs and tailoring strategies around those needs.

3) Plan- Matt utilizes his extensive industry experience and acumen to help ensure only the most appropriate strategies are implemented into client's plans based on the client's needs. Matt will regularly meet with clients to review their goals as their needs change.

4) Prayer- Matt has a very strong faith and he builds long-term trusting relationships with his clients and so he often prays for them when they're in need.

5) Privacy- Safeguarding the intimate details of client's personal information is of the highest priority to Matt.

These principles allow Matt to deliver strategies that are designed to elevate the generational financial trajectory of families and help enable them to achieve their goals and dreams.
Matt follows the deep-seated Merrill tradition of participating in the communities we serve. This drives Matt's interest in spending time volunteering with organizations in his community.  Matt is on the Advisory Board at the Fairfield YMCA and on the Investment Committee at the GMV YMCA.  Matt coaches youth sports including basketball, baseball and soccer in the community and enjoys meeting new people!