Matt is a CERTIFIED FINANCIAL PLANNER® professional who works with individuals and families to bring clarity, structure, and confidence to their financial lives. A graduate of the University of New Hampshire’s Paul College of Business, he joined his father’s practice following graduation and continues to build on a foundation of relationship-driven, long-term advice.
Matt focuses on simplifying complex financial decisions and guiding clients through both everyday planning needs and more advanced challenges. His approach is grounded in thoughtful analysis, clear communication, and a commitment to ensuring clients feel informed, comfortable, and confident at every stage of the planning process. He aims to serve as a trusted resource to his clients, providing consistent guidance across all phases of the wealth planning cycle: accumulation, preservation, and distribution.
A key area of interest and focus for Matt is retirement income planning. Given the significant number of the practice’s clients at, approaching or entering retirement, he has developed a strong understanding of the unique challenges and decisions that arise during this transition. He works closely with clients to navigate this stage with clarity and confidence, helping them align their financial strategies with their long-term goals.
In addition to his CERTIFIED FINANCIAL PLANNER® designation, Matt holds his Life, Accident, Health, and Annuity licenses and is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network. He also earned a certificate in Financial Planning from Boston University and holds FINRA Series 7 and 66 registrations.
Outside of work, Matt enjoys staying active through exercise, Brazilian jiu-jitsu, golfing, reading about various historical topics, and spending time with family and friends.