401(k) Investment Advisor and Financial Advisor

Matt believes that small, consistent steps in the right direction can lead to an unforgettable financial journey. His philosophy centers on disciplined, deliberate action and a holistic view of each client’s situation—carefully considering all relevant factors before making recommendations. He is passionate about helping clients feel confident, informed, and excited about working toward their long-term financial goals.

A Connecticut native, Matt earned his Bachelor’s degree in Marketing from the UConn School of Business in 2015, followed by a Master of Business Administration (MBA) from the University of New Haven in 2022, with a concentration in Business Analytics. After holding various roles early in his career, he transitioned into financial advising in 2022. He brings two years of experience from Prudential, where he was recognized with the “Rookie of the Year” award for the Northeast division. He has held the Accredited Investment Fiduciary (AIF®) designation since June 2025.

Matt currently resides in Longmeadow, Massachusetts with his wife Rachel, their two young children, and their Corgi. In his free time, he enjoys hiking, playing tennis, and cheering on UConn basketball. Go Huskies!