As an Investment Advisor Representative, Matt acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.
A 2026 graduate, Matt received his Bachelor’s degree in Economics from Uconn, and since then has obtained his Life and Health license, his Series 7, and Series 66 Securities registrations. Matt is passionate about making a meaningful impact by helping others feel more confident and secure when navigating important financial decisions. He values building lasting, genuine relationships and being a trusted resource for individuals and families through different stages of life. Originally from Cheshire, Connecticut, Matt remains close with his parents, older brother, and older sister. Outside of work, he is passionate about fitness, athletics, and personal growth.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
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