Matt has worked as a financial advisor since the year 2011 and as a tax accountant since 2008. He is an Enrolled Agent who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS. He holds a Certified Public Accountant (CPA) license in the State of Delaware and has earned a Bachelor of Science in Accountancy from Villanova University. He also holds his Series 7 and Series 66 securities licenses, as well as his life and health insurance license. Prior to joining the practice he spent 3 years with KPMG LLP in Philadelphia where he gained a wide array of knowledge in taxation and customer service. Matt enjoys spending time with his wife Stephanie, who is a Veterinarian (VMD) at King of Prussia Veterinary Hospital, and his two children Natalie and Matthew, Jr.
Phone Ext: 505