Matt provides more than 25 years of experience in the financial services industry in both advisory and managerial positions, and is a founding member of the GEN Group. Matt applies his expertise in financial planning and investment management to implement solutions based on portfolio development, risk management, retirement distribution strategies and insurance needs.

Matt works closely with individual investors and their families to create long-term financial plans. He attributes the plans’ successes to the relationships he has built over the years with clients by knowing their goals and ambitions. Matt understands that at the end of the day, being able to solve the most complex financial issues boils down to listening, asking questions and recognizing clients’ unique situations.

Matt received his CERTIFIED FINANCIAL PLANNER™ designation through the College of Financial Planning and his Chartered Financial Consultant designation from The American College. He holds the Certified Investment Management Analyst designation from the Wharton School at the University of Pennsylvania.

He is a member of the Financial Planning Association.