Matt is a third-generation financial advisor, following in the footsteps of his father and grandfather. He chose this professional discipline because he loves working with people and finds great satisfaction in helping them pursue their financial goals. He was drawn to Raymond James because of its longstanding reputation for integrity, and because it offered him the unique opportunity of working with his father.
He inspires trust by serving his clients in a responsive and proactive manner, and working diligently to ensure that their financial needs are completely and thoroughly addressed. In addition to holding Series 7, 9, 10, and 66 licenses, Matt is a CERTIFIED FINANCIAL PLANNER™ professional.
By being certified by the CFP Board, Matt has taken the extra step to demonstrate his professionalism by meeting the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Matt has a bachelor’s degree in marketing from Michigan State University. Outside of work, Matt enjoys snowboarding, golfing, running, and swimming. He lives in Royal Oak, Michigan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.