Matt is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ Professional which allows him to help his clients plan financially for every phase of their lives. He holds a Master's Degree in Taxation from Long Island University and was formerly an instructor at a large university teaching tax and accounting classes. He has several years' experience in a "Big 4" firm as well as several years in a regional firm. In his 25 years in the financial industry, he has grown to believe that his experience in both small firms and large firms has enabled him to be positioned to help individuals and companies in comprehensive retirement and investment planning.
When not helping his clients build wealth, he enjoys playing acoustic guitar, golf and reading. Matt is a member of the Charlotte chapter of the Nashville Songwriters Association (NSAI) and attends many Charlotte venues where local song writers can be heard. An avid New York Jets fan, on game days you will find Matt with Charlotte Jets Fans celebrating their team's successes and lamenting their losses. Matt is also a participant in "Strategic Coach™", a national executive development group.