Matt has spent over 20 years helping individuals, families, and business owners make smart, confident financial decisions. As a seasoned advisor and fiduciary, he holds both the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA) designations — a reflection of his commitment to always act in his clients’ best interests.
Since entering the financial services industry in 2001, Matt has built a reputation for being direct, reliable, and fully transparent. His approach is consultative, not sales-driven. He believes financial advice should be rooted in understanding — not pressure — and only recommends strategies his clients truly grasp and feel confident about. He focuses on education, clarity, and long-term value over complexity or quick fixes.
Whether he’s helping a family plan for the future or working with business owners to manage ERISA-compliant retirement plans, Matt leads with honest conversations and well-documented strategies.
Over the years, he’s taught continuing education courses, delivered presentations on college planning, and educated thousands of 401(k) participants. His staying power in the industry comes down to one thing: being available. Clients never have to wonder where he is or why he hasn’t called back — because he always does.
Matt graduated from Michigan State University and lives in West Bloomfield with his wife, Lori (a University of Michigan grad), and their three daughters — Mia, Zoe, and Alexa. The household is deep in Big Ten rivalry territory now that Mia is at Ohio State. Game days are loud, competitive, and a lot of fun.
Outside the office, Matt stays active as the varsity tennis coach for both the boys’ and girls’ teams at the local high school. He also enjoys playing hockey, staying fit, cheering at Zoe’s lacrosse games, and watching Alexa dominate the soccer field.