It’s vitally important that your financial plan and investments align with your life goals, and I will work with you as those objectives change through each stage of your life.
In helping clients map out a clear path to pursuing their goals, Matt brings in-depth experience, uncommon insight and a holistic approach clients appreciate. A Senior Financial Planning Consultant and CERTIFIED FINANCIAL PLANNER™ professional, he also acts as chief operating officer of the practice, navigating complex planning matters on a daily basis and serving on our investment committee.
In addition, Matt is an Accredited Asset Management SpecialistSM, and he uses his knowledge of investments, financial planning, Social Security, tax, retirement and estate planning issues to assist our clients with investment management and retirement planning. He specializes in serving State of Florida employees, pre-retirees and retirees as well as affluent families seeking a multigenerational approach to financial planning. Taking care of all the details, he provides clients with a high level of service and support in a collaborative environment.
Matt holds bachelor’s degrees in management and marketing, and a master’s degree from the University of Miami. He is a member of the University of Miami Alumni Association. You can count on Matt to serve you with the same discipline and commitment he showed on the field as quarterback and three-year letterman for the University of Miami Hurricanes.
Matt lives in Hollywood with his wife, Sophia, and their son, Luke. In his free time, Matt enjoys golf, traveling, boating, fishing and spending time with his friends and family. He has served as a volunteer at several area charitable organizations. Learn more about why Matt sees himself as your financial quarterback:
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.
Raymond James does not provide tax or accounting services.