Matt has worked in the financial services industry since 1999. Over the course of his career he has worked for The MONY Group, AXA Advisors and Nationwide Financial and is thrilled to recently make the transition to PSECU Financial Services, available through CUSO Financial Services, L.P.
He is licensed in PA and Maryland for Investment Advisory, Life, Health and Long-Term Care. He maintains his series 7, 65, and 63 registrations for securities. Recently he obtained the Certified Long Term Care Designation. Matt feels that as life expectancies continue to rise, the possibility of needing extended care should be addressed with all clients.
As a Financial Advisor, Matt’s job is to help clients discover the great truths about their financial life that they need to know. Matt’s philosophy in financial planning is that every case is different – and fluid. This requires ongoing adjustment and face to face discussions. He feels he is at his best when in front of clients gaining a deeper understanding of their goals to better serve them.
Matt lives in York with his wife. They recently became “empty nesters” and enjoy running marathons and competing in triathlons, having completed several Ironman endurance events. Matt also enjoys cooking.
He graduated from Kaplan University with a BS in Finance. Interestingly he is also a graduate of The Culinary Institute of America, having worked for 10 years as a professional Chef in his “past life”.
Contact Matt today to schedule a no-cost consultation.