Matthew serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Matthew covers all facets of professional wealth management in order to aid his clients in creating a customized road map to help them achieve their goals.
Starting his career in 2007 at Merrill Lynch just prior to the financial crises, Matthew brings over 15 years of financial services experience to his clients. Prior to joining Creative Planning, he served as one of the founding partners of a large registered independent investment advisory firm as Executive Vice President. Matthew has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Matthew earned a Bachelor of Arts degree from Hobart and William Smith Colleges. He and his wife Jennifer have three children and reside in Boylston, MA. In his spare time, Matthew enjoys skiing, fishing, hiking, and spending time with his family.
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