As a Chartered Retirement Planning Counselor (CRPC®) and Director of Wealth Management for the firm, Matt has spent over a decade helping families to ensure that their wealth planning and retirement planning strategies are working for them. With integrity at the forefront, coupled with a vast knowledge base and years of experience in cultivating loyal client relationships, Matt is equipped to help individuals and small businesses work toward achieving their financial goals.
Matt graduated with Distinction from the University of Michigan with a Bachelor of Business Administration degree, and with a concentration in Finance. He remains active with his alma matter to this day. When he is not volunteering or spending time with his wife and young son, you can find him on the golf course, or on the water with close family and friends.