As Managing Partner, Financial Planner Matt works closely with the team to ensure that our clients' planning, implementation, and service needs are met promptly and accurately. Matt joined MWA in 2018 and has quickly become a leader for the firm and a trusted resource for our clients. Matt has worked with our clients on extensive planning needs, from investment planning to business exit, tax reduction and estate planning strategies. Matt is a member of (TRG) The Resource Group* at LFA, an organization of the highest performing professionals committed to sustaining the legacy of financial planning and Lincoln Financial Advisor's "Serve First, Serve Last, Serve Always" philosophy of doing business. He also serves on the TRG Financial Planning Committee. Matt has been active in his community, regularly volunteering for numerous charities, and has sat on the boards of The Hanover Area YMCA and Blue Valor Foundation.
Matt lives in Glenville, PA, with his wife, Debbie, their children, Dean and Genevieve, and their fur baby Teddy. He's an avid golfer, cook and loves a good movie or binging the latest streaming series. Matt holds the ChFC® designation, the Series 7, 63, and 65 securities registrations, and Life and Health insurance license. Matt is a Registered Representative of Lincoln Financial Advisors.
Education and Certifications
CHARTERED FINANCIAL CONSULTANT ®
Series 7, 63, and 65 securities registered
Life, Health, and Variable Annuity licensed
Current Memberships
Baltimore Estate Planning Council
The Resource Group (TRG) at LFA
*The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.