With over a decade in the financial services industry as a para-planner and financial advisor, Matt has taken his experience in complex planning practices and has used it to help many individual families and business owners pursue financial freedom. Matt’s expertise lies in estate planning, business succession planning and retirement planning for individuals. Although he enjoys many aspects of helping his clients, Matt’s favorite is providing financial confidence in complex situations.
Matt employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring expertise and tailored financial strategies designed to strive for his clients’ specific needs. He works diligently to assist his clients with dedicated and focused service, and the intention of being their trusted wealth advisor for life.
Outside of work, Matt is a husband and a father of three. He enjoys giving back to his community and is a long-standing member of his volunteer fire department. When he is not working, he can be found hunting and fishing in addition to golfing and camping with his family.