As a distance runner, Matt knows the importance of training and experience when preparing for a marathon. For nearly twenty years he has brought the same focus to his role in the financial sector. Matt understands that life is not a sprint and he is ready to set the pace with his clients to serve their financial needs for years to come.
Matt has assisted high-net-worth clients and their families with financial issues such as cash, risk and investment management, as well as tax, retirement, and estate planning for almost two decades. He enjoys the long-term relationships he gets to build with the families he serves, and the multigenerational aspect of his work.
Prior to joining The Avenue Wealth Management Group as a senior wealth advisor, Matt was senior vice president and wealth advisor for the Greater Atlanta region of Wells Fargo Private Bank. He has extensive experience in managing wealth, institutional investments, and trusts from his time with Wells Fargo and Wachovia.
Matt holds a BBA from the University of Georgia, with a focus on accounting and finance. He is an Accredited Investment Fiduciary® and a graduate of the Cannon School of Trust. Matt is an active member of the Athens and Atlanta communities, including the Georgia chapter of the Juvenile Diabetes Research Foundation, the Magill Society, and the Touchdown Club. He and his wife, Jenny, live in the Five Points area of Athens, where you may see him running in his free time.