Matt is a Senior Vice President - Investments and PIM Portfolio Manager with over 20 years of experience in financial services. His focus is working with those approaching retirement or going through the retirement transition to help give them clarity and confidence that they can achieve their goals. Matt is no stranger to the common issues that clients face while planning for retirement, including: maximizing the timing of Social Security benefits determining if clients will have enough money for their retirement navigating the retirement transition itself coordinating the tax-efficient liquidation of retirement and brokerage accounts to replace a retiree’s paychecks and sustain retirement spending Because of the complexities of coordinating the many facets of retirement, Matt believes in being a life-long learner and has placed an emphasis on continuing education. His objective is to provide unbiased and timely financial guidance, with the highest level of professional service. He holds Master’s degrees in both Taxation and Advanced Financial Planning from Golden Gate University and Bachelor’s degree in Marketing Management from Youngstown State University. He has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning, the Retirement Income Certified Professional certification, and the Certified Exit Planning Advisor designation. What gets him out of bed in the morning is his wife, Christina, his children, Dominic and Viviana, and dog, Blue. In their free time, they enjoy traveling together in pursuit of the great outdoors, and enjoy activities like snowboarding, rock climbing, and cooking pasta.