Matt works closely with the firm’s Wealth Advisors and clients to build customized portfolios tailored to meet their needs, ensuring they remain aligned with client risk levels and goals. He actively monitors the economy, the financial markets and client portfolios and provides commentary to the Wealth Advisory Group. Matt also participates in the firm’s investment research and due diligence process and provides research support to our firm’s Retirement Plan Services Group.
Matt is always looking for ways to help improve the lives of clients who have entrusted our firm with their wealth. He enjoys making a positive impact and helping to provide peace of mind.