Associate Wealth Advisor
As an associate wealth advisor, Matt adds value to his team by helping develop a plan for clients that will help them reach their financial goals. While he initially studied actuarial science, he changed course after a professional shadowing opportunity. He wanted to pursue a career where he could help people and interact with like-minded colleagues daily.
Matt is a coach, and someone who has played sports his whole life. He felt the need to immerse himself in a similar team environment. He thrives on that energy and it allows him to bring his “A” game. He found that team when he joined Buckingham in 2019.
While he enjoys supporting the team in the client planning process, Matt finds some of the most rewarding moments are things that can’t be quantified by numbers, graphs, or Monte Carlo simulations. The most important being when your client trusts you and has peace of mind.
Before joining Buckingham, Matt served as a financial planning associate at Econ Wealth Management.
He earned his bachelor’s degree in economics from Lebanon Valley College and holds the Series 65 securities license. Matt is a soccer fanatic! He played while in college and traveled to Spain with the team. While there he played multiple professional clubs and against the Copa Del Ray champions.