Matt is a Financial Planner who cares deeply about helping improve and secure his clients’ lives. Matt routinely hosts social security and retirement income workshops to help people in the community make educated decisions about their finances. He spends most of his time helping clients maximize their retirement income and plan their legacies.
At a pivotal time in his life as a young child, Matt witnessed firsthand the stress that money matters can place on a family. He saw the impact that economic strains had on his parent’s relationships with each other, with their children, and with so many aspects of their daily lives. He immediately took a strong personal interest in finance. By the 10th grade, he was trading stocks. After college, when he first met a financial planner, he realized he could combine his love of investing with his desire to help others plan the secure future he never had.
Matt is the proud husband of Roxanne and father of Aurora and Harlan. He and Roxanne met through a youth square dance club as teenagers, and continue to volunteer at the annual youth dance festival that brought them together. As a family, they enjoy the outdoors, and they spend much of their free time at the kids’ softball and baseball games.