Matthew joined Moneco Advisors in 2026 as a Relationship Manager. Drawing on his background in social work and health policy, he is passionate about helping individuals, couples, and families navigate life’s major transitions with confidence. He believes that meaningful financial planning begins with understanding each client’s unique goals, values, and circumstances, and he is committed to building lasting relationships through personalized guidance, thoughtful communication, and attentive service.
In his role, Matthew works closely with clients to support their financial planning needs, helping ensure they receive a seamless and personalized experience. He values collaboration and takes pride in working toward being a trusted resource as clients work toward pursuing their long-term financial goals.
Before joining Moneco, Matthew served as a Health Policy Analyst with the U.S. Department of Health and Human Services, where he contributed to healthcare policy initiatives and gained experience analyzing complex issues that impact individuals and communities. He also managed a portfolio of contracts and programs for Wellstar Health System, developing strong skills in project management, relationship management, and strategic problem-solving. These experiences shaped his client-first approach and continue to inform the thoughtful, personalized service he provides today.
