Matt firmly believes that establishing a well-developed investment strategy is the key to achieving financial success. He works closely with clients to identify their financial objectives and uses the vast resources available at RBC Wealth Management to help them attain their goals. Matt utilizes his understanding of each client’s unique needs to tailor focused investment portfolios and to develop personalized long-term plans with the use of RBC’s WealthPlan analysis tool.
Born and raised in Hamilton Township, New Jersey, Matt currently resides in Glen Mills, Pennsylvania, with his wife, Diana, and their two children, Oliver and Maura. He is a graduate of the Pennsylvania State University with a Bachelor of Science degree in business with a focus on management and marketing. He has passed the Series 7 and 66 securities exams and holds multiple insurance licenses. In addition, Matt is pursuing an industry recognized certification as a CERTIFIED FINANCIAL PLANNERTM professional.