Matt has been a licensed advisor since 2018 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.
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.
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!
