Matt joined the industry in 2017 to protect and maximize clients' financial independence. Initially specliazing in providing retirement planning solutions to municipal employees, including teachers, firefighters, and police officers, Matt now works with retired and active employees of various industries, particularly those who are looking for multi-generational planning.
Collaborating with a team of experienced professionals, Matt has gained extensive experience in all areas of financial planning, particularly investment management and portfolio design. He takes a holistic approach aimed at evaluating individuals' financial standings comprehensively. This includes retirement, investments, legacy and estate planning, tax optimization, education funding, as well as risk management through life, disability, and long-term care insurance strategies.
Matt’s dedication and proficiency in the field has been recognized both at the company and industry levels. He is part of Equitable's Elite Advisors Group and has earned several awards including Equitable’s Centurion, Bronze Eagle, and Equitable Gold awards. Matt also received Boston Magazine's Five Star Wealth Manager award in 2024, and most recently qualified to be a part of the industry’s Million Dollar Round Table organization.
Matt is a proud graduate of Boston College with a degree in Economics. In addition to earning his series 7 and 66 licenses, Matt holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation. As a fiduciary, Matt is legally bound to make decisions in his clients' best interest.
Matt lives in Charlestown, MA with his wife, Tori. He enjoys exploring new cities, watching & playing sports, and relaxing on the beaches of Cape Cod.
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