1668 South Telegraph
The process of planning for retirement and beyond frequently brings up questions concerning wills, trusts, tax planning and health care that require answers from outside professionals. If you already work with a CPA or attorney, we will gladly work with them too, or we can refer you to professionals who we know in order to ensure you receive well-rounded advisory support.
Working with a coherent team helps us ensure that we leave no gaps or unanswered questions.
Matt is a business professional with over 20 years of experience, two Master’s degrees, and is an independent Financial Advisor. Matt holds a Bachelor’s degree from Michigan State University along with a Master’s Degree in Mechanical Engineering and a Master’s Degree in Business Administration (MBA). Prior to joining LPL Financial, 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 ensuring that your family is properly insured. 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 watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids.