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About Matt
For over three decades, Matt has helped individuals and families prepare for and navigate one of life’s most important transitions, retirement. His practice focuses on retirement income and distribution planning, helping clients turn their life savings into a reliable and tax-efficient income strategy designed to last throughout retirement.
In addition to retirement planning, Matt provides comprehensive financial guidance in the areas of investment management, estate conservation, and asset protection. A lifelong learner, he is deeply committed to staying current on evolving strategies and regulations that impact today’s retirees.
Matt holds several advanced industry designations, including CERTIFIED FINANCIAL PLANNER® professional (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living® (CASL®), reflecting his dedication to professional excellence and continuing education.
Throughout his career, Matt has been recognized for his integrity, professionalism, and client-first approach. While part of MetLife, he qualified for Leaders Conference 17 times (1997-2013) making him a lifetime qualifier for this esteemed group as well as qualifying for their Platinum Conference in 2014 and Chairman’s Council in 2015. Matt has also qualified for MassMutual Leaders Conference every year since 2016* and has won awards for both professional excellence and good business practices.
A graduate of the University of Connecticut, Matt lives in Fairfield, Connecticut with his wife, Amy, and their three children Madelyn, Carter, and Ava. An avid runner, he has completed 10 marathons, including New York City, Boston, and Philadelphia. His favorite race is the New York City Marathon, which he has run four times as a guide for his friend Joe, who has autism.
*(2016-2025) Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance Lic # 1355547.  CA Insurance Lic # 0C34956.
Check the background of this investment professional on FINRA’s BrokerCheck
