Over the past twenty-four years, working directly with individuals and families, Matt has been helping people make sound financial decisions while maintaining consistency with their individual comfort levels, investment timelines, and personal goals. By working together with Matt, you can create a strategy geared towards pursuing three key financial goals: wealth accumulation during your working years, independence in your retirement, and reduction of estate taxes when your accumulated wealth is passed on to your loved ones. Once you implement your chosen plan, Matt will periodically review your situation with you and help you make whatever adjustments may be needed to keep you on track to meet your financial goals.
Being located within Utilities Employees Credit Union, Matt has a strong history of working with members, their families, and their friends.
When Matt isn’t working with members to help plan for their financial futures, he enjoys spending time with his daughter and serving the community as a member of the West End Little League Board of Directors and as a team manager. Matt has been a resident of Monroe County for the past nineteen years.