“Consistently act on logic, not emotion, and start doing this as early as you can. The earlier you make changes for the better, the more powerful of an effect it will have.”
For Matt, inspiration came through a former mentor during his first exposure to financial services. The mentor told him stories of relationships with clients and all the things that had happened to them over the years. Matt envied the ability to have personal relationships with a close client network that got stronger over the years. He wanted to pursue a career of substantial value to the community.
A graduate of Middlebury College, Matt went on to pass his securities license exam for Series 65, in addition to obtaining his health, life and annuity insurance licenses. He has since added to his experience by working with hundreds of different clients with a wide array of unique situations.
Matt is the oldest of three boys and grew up in Connecticut. He now resides in Cambridge and enjoys swimming, skiing, cooking, and quality time with family and friends.