As a Wealth Advisor, Matt loves helping people plan for their long-term financial goals, with a focus on both pre- and post-retirement planning. He has more than 25 years of experience in the financial services industry.
Originally from Lancaster, Pennsylvania, Matt and his family reside on the Oregon coast where he enjoys hiking, the beach, spending time with his family and being immersed in the natural beauty of the Pacific Northwest.
Matt is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial as well as his state Life and Health Insurance licenses.