Matthew brings his education as a recent college graduate and his strong aptitude for financial, retirement, investment topics to serve as a Relationship Manager for the group. Matt is detail oriented with exceptional organizational and communication skills to the serve of the group’s clients and financial advisors.
To assist with the group’s growth, Matthew joined in 2020 to support clients and the team’s financial advisors in the development, maintenance and monitoring of the group’s investment program. He also works with retirement plan participants by providing financial, retirement and investment education and advice. His work with individuals is based on ensuring that they save at a healthy level, understand their risk tolerance and time horizon, and select an asset allocation strategy that is appropriate for them.
Matthew has a bachelor’s degree in Hospitality Business from Michigan State University. He holds Series 7, 66 securities licenses as well as life, health and annuity contract insurance licenses.
Matt is a member of a very large and very close family and enjoys the time he gets to spend with them. As close as he is with his family, he is also close to his goldendoodle, Theo. He also enjoys golfing whenever he gets the opportunity to play.