Matt is our Financial Services Professional, having recently rejoined the team to support portfolio management, discretionary model delivery, market research, and helping to design financial plans for clients.
Matt credits his grandmother, Sandy, as one of his greatest inspirations. She encouraged him to pursue a path where he could connect deeply with others. After her passing during his senior year at the University of South Florida, Matt honored her advice and graduated in 2021 with a bachelor’s degree in Personal Financial Planning. He has passed the industry license SIE and Series 7 and is a candidate for CFP® CERTIFIED FINANCIAL PLANNER® certification.
Outside the office, Matt is passionate about advancing financial literacy in grade schools. He’s helping implement a personal finance curriculum at a local private school with plans to expand to others. He also volunteers with Junior Achievement of Tampa Bay, teaching middle schoolers financial responsibility. Known for his approachable nature and contagious laugh, Matt is a natural relationship builder. In his free time, he enjoys hosting game nights, hiking Safety Harbor’s trails, and exploring its whimsical art exhibits.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANICAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
