In his role as a Director of Planning and Client Services, Matt works closely with Peter to ensure the accurate and timely completion of the planning, implementation and service needs of the clients he supports. Matt also coordinates communication between the client, the outside advisors, and our Planning & Investment Group.
A native of Maryland, Matt attended Anne Arundel Community College and Towson University before embarking on a career in Sports & Hospitality Management. Prior to joining MWA, Matt was the General Manager of a premier private country club in the Baltimore area before choosing a new career path in financial services in 2015. His high level of service and client interaction experience, coupled with his real-world business experience, is an asset Matt brings to his role at MWA.
He holds the Series 7, 63, and 65 securities licenses and registrations as well as being Life, Health, and Variable Annuity Registered, and is an Investment Advisory Representative. Matt is a Registered Representative and recently earned his CHARTERED FINANCIAL CONSULTANT ® professional designation through the American College of Financial Services.
Matt is also active in the nonprofit community where he has served as a Board Member of the Blue Valor Foundation and the Hanover area YMCA. Outside of the office, Matt enjoys cooking, playing golf, traveling, and spending time with his family. Matt lives in Glenville, PA, with his wife, Debbie, and their two children.
Education and Certifications
CHARTERED FINANCIAL CONSULTANT ®
Series 7, 63, and 65 securities registered
Life, Health, and Variable Annuity licensed
Baltimore Estate Planning Council