Matt is a Certified Financial Planner® (CFP®), held to the fiduciary standard, and dedicated to helping individuals and families achieve financial success. Recognizing that success varies from client to client, he offers a personalized strategy to address each aspect of financial well-being. Every relationship starts with learning about the clients’ aspirations, concerns, investment preferences, and values.

While he takes a holistic approach, Matt’s work also centers on providing clients with a clear picture of their retirement, enabling them to make confident decisions without fear of long-term regret. Some of the areas clients tend to find most impactful include managing risk, identifying tax-saving opportunities, and planning for a meaningful legacy.

Matt began his wealth management career while pursuing an Economics degree at Middlebury College, interning with Morgan Stanley’s private wealth division in Providence, Rhode Island. After graduating from Middlebury 2020, he joined McAdam as a full-time advisor under a team with decades of experience. In 2022, he was promoted to a Senior Manager, mentoring junior advisors and growing the firm, and was named Vice President in January 2024.

Now working exclusively with clients, Matt prioritizes building strong relationships and continually enhancing the value he provides.

Outside of work, Matt enjoys spending time with family, friends, and his black lab, Roo. He visits lakes in Vermont’s North-East Kingdom when he can, and unwinds by cooking for himself and his girlfriend, playing games, and exploring Boston.