Meet Matt

Matt is a business professional with over 20 years of experience.  He holds two master’s degrees, and is an independent Financial Advisor. Matt holds a Bachelor’s degree from Michigan State University along with a Master in Mechanical Engineering and a Master of Business Administration (MBA).  Prior to being a Wealth Management Advisor, he was a successful program manager at General Dynamics Land Systems and was responsible for multi-million dollar programs for the US Army.  In addition to program management, he also owned several small businesses.

As a wealth advisor, he helps you pursue your financial and retirement goals and handle life’s circumstances. He performs comprehensive financial planning and manages all aspects of your overall portfolio.  He has experience with active portfolio management, financial and retirement planning, estate planning, tax planning, and insurance review.  Matt is a very passionate and caring individual and provides all of his clients with a high level of service and dedication. 

Matt lives in West Bloomfield, MI with his wife, Jacquelyn, and four children Alana, Ryan, Cora, and their angel, Eve. Matt is very active in the community and recently served as the President of the Lakes Area Rotary Club located in Walled Lake, MI. In his spare time, he enjoys Tae Kwon Do, watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids.

As Investment Adviser Representatives, we are held to a Fiduciary Standard that requires us to always put our clients’ interests above our own.

We adhere to the highest standard of care and are required to act in our clients’ best interest at all times. We do this by making sure our investment advice stems from a thorough and comprehensive analysis of each clients’ full financial profile and specific goals and needs.  We customized our recommendations and employ the strategies we believe best align with your unique situation.