A mentor with experiences in financial services inspired Matt to embark upon his financial advising career. This mentor shared countless stories of developing long-term relationships that continued to evolve. Matt desired to have that same experience and provide substantial value to his community while forming personal connections with clients and being the voice of financial wisdom to whom they would turn.
A graduate of Middlebury College, Matt went on to acquire his Series 65 securities license, 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 now specializes in financial planning, advanced tax planning and risk-conscious investing.
Matt is the oldest of three boys and grew up in Connecticut. He now resides in Cambridge and enjoys walks along the Charles River, traveling, cooking and quality time with family and friends.