Matt has been a licensed advisor since 2015 and has his CERTIFIED FINANCIAL PLANNER™ Certification (CFP ). He is passionate about the financial planning process, investment management, and developing genuine, meaningful relationships with his clients.
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He graduated from Salve Regina University in Newport, RI with a Bachelor of Science in Economics and a Bachelor of Science in Business Administration. He holds his FINRA Series 7 registration with LPL Financial and FINRA Series 66 registration with Financial Advocates Investment Management and LPL Financial.
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Originally from the Northeast, Matt moved to Olympia, WA in 2018. In his free time, Matt is a scratch golfer and enjoys making cocktails, working out, and spending time with his puppy, Banksy!