Matt understands the importance of not only creating and implementing financial plans for his clients but educating and ensuring his clients thoroughly understand every step of the financial planning process along the way. Matt believes that providing clear communication, objective advice, and taking a teachers approach is necessary to ensure his clients understand all the moving parts of their plan, stay on track, and manage their financial goals.
Matt is a Principal and Wealth Advisor with LPL Financial. In the process of serving client families on a broad range of investment and other financial matters, Matt performs comprehensive reviews of his client's financial picture including, strategic asset allocation, income planning, and risk analysis of investment, life, and long-term care insurance needs. Matt often works in conjunction with his client's Estate Planning Attorneys and CPAs to help ensure both a client's immediate and long-term financial objectives are being addressed.
Matt started his career in the financial services industry in 1999. He is a graduate of The Pennsylvania State University where he received his Bachelor of Science degree in Accounting and is also a graduate of Oglethorpe University's Professional Financial Planner Program. Matt has earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant™ designations.
Matt, along with his wife Christie and their wonderful children, Kylie and Carter, enjoy spending time with family, playing sports, and supporting their local community.
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