Matt specializes in working with professionals, business owners, and growth-minded families to reduce taxes, grow wealth, and protect what matters most. He helps clients align their money with their life goals by implementing practical, personalized, and built-to-last strategies.
Since entering the financial industry in 2017, Matt has gained experience across top firms like Sun Life, Invesco, and fintech startups, bringing a fresh, strategic perspective to wealth planning, investments, and insurance. Matt is pursuing the Certified Financial Planner (CFP®) designation to deepen the strategic value he brings to every client relationship.
When he’s not collaborating with clients, you’ll find Matt on the golf course, exploring new food spots (since he can’t cook), or spending time with his wife, Alex, and their French Bulldog, Baxter (a frequent guest star in Zoom calls).