As Wealth Management Advisor, Matt develops enduring relationships with both individual and corporate clients by providing expert guidance for a lifetime of financial security. Every business, family, and individual has their own unique definition of what financial security means to them, and in turn, the recommendations set forth from Matt and his team must be uniquely tailored to each individual situation.

His strategic direction is strongly committed to delivering the highest level of client service while taking a personalized and holistic approach to personal, business, estate, investment, and tax planning. Matt’s specialized skills in understanding aging and life
course developments lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. When consulting with Matt for the first time, you will walk through a reflective process to help identify what is truly important to you, what changes you foresee in the short term, what your goals are for the long term, what worries keeps you up at night, and above all, what are you trying to accomplish. During your time, Matt will make suggestions and identify any financial blind spots or inefficiencies that you may have not considered prior to your time together.

Matt has been engaged in the financial industry specializing in Qualified and Non-Qualified
Retirement Plans and Investment Management for over 20 years. He has extensive experience as an advisor to corporate retirement plans, with expertise in regulatory compliance, management of fiduciary risk, plan provider selection and monitoring, investment option selection and monitoring, employee and fiduciary education, fee analyses and comparisons, as well as other prudent plan fiduciary practices. Prior to
joining Summit, he was Vice President of a Registered Investment Advisory firm in New Hampshire and was responsible for direction of the Investment and Retirement Plan services within the Wealth Management division.

Matt is a Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialist (CRPS®), both highly respected credentials issued from the College for Financial Planning. In addition, he has completed his Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) designations, earned through the industry leading American College. Matt is certified in Long Term Care (CLTC) and is also an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC.