Matt is a Financial Planner and Investment Adviser Representative for the team. He specializes in retirement income planning for individuals near or in retirement as well as helping small business owners plan for a secure retirement. As a financial adviser, Matt provides the options and guidance needed to help the many financial solutions along the way.
Raised in the small town of Saugerties, NY, Matt learned early on the importance of the entrepreneurial spirit. Back before everyone had computers and access to real-time news, he would call the local paper after the market closed to find out what it closed at that day. He built his own paper route which he would later sell to help pay for the first year of college. He has since taken this spirit to help his clients reach their financial goals.
Matt is married to Theresa and has two stepchildren, Justin and Brandy. In addition to being active in the community Matt likes bowling, skiing, being outdoors and working with Special Olympics. Not to mention helping clients.