Matt's zeal for finance began at a young age. As a teenager he gained experience through employment at a local accountant’s office and by investing in his own personal portfolio. Throughout his career Matt has developed a passion for investment planning, especially as a means for creating a lasting positive impact on individuals and their families.
A career in financial services was a natural and exciting progression for Matt to utilize his strategic planning experience. He served as the Director of Business Development and Strategy for Mobile Health and was a strategic healthcare executive for WebMD. In 2017 Matt joined Northwestern Mutual to help build on his knowledge of insurance planning.
Matt made the decision to become an independent financial adviser in 2019 when he joined Turning Pointe Financial. He continues to work with a variety of clients in all stages of life with a specialty of helping the education market plan for retirement. His parents, having both worked in education, influenced him towards working with educators to guide them towards their retirement goals.
Matt studied at Penn State and PSU World Campus. He grew up in Northern New Jersey and enjoys spending time with his family, lifetime friends, and staying active in his local community. When he’s not working with clients, you can find Matt on the field, coaching his son Nathan’s soccer team.