Experience:
As a wealth advisor at Moneco Advisors, Matt works with individuals, families, and business owners to navigate the complexities of their financial lives. While retirement planning is a particular focus of his work, he takes a comprehensive approach to financial planning, helping clients make informed decisions across the many areas of their financial lives. Matt was drawn to financial planning by the opportunity to make complex financial topics easier to understand, and he finds the most rewarding part of his work in seeing the tangible, positive difference thoughtful planning can make in his clients’ lives.
In addition to his work with clients, Matt serves on the Pro Bono Committee of the Financial Planning Association of Connecticut, supporting efforts to expand access to financial planning and financial education in the community. He is passionate about making financial planning more approachable and helping more people feel confident in the decisions they make with their money.
Education & Certifications:
Matt is a CERTIFIED FINANCIAL PLANNER® professional and holds his Series 65 with Moneco Advisors. He earned a Bachelor of Science from Bentley University and a Master of Science from Bentley University’s McCallum Graduate School of Business.
Personal:
Outside of work, Matt enjoys golfing, working out, traveling, and spending time with family and friends. He has visited 14 countries and is always looking for an opportunity to explore somewhere new.