Matthew starts each conversation with clients by asking questions and actively listening to their financial story, their dreams, their fears, their wants and their needs. He then uses that information to strategize, develop and implement a plan that is best suited for the individual client and their family.
Matthew currently holds licenses as a Series 7 – General Securities Representative, Series 66 – Investment Advisor Representative, Insurance – Life & Health as well as a designation as a Certified Plan Fiduciary Advisor – CPFA™. He has plans to gain even more certifications in the future. His professional motto is, “A great plan starts with a great conversation.”
Matthew specializes in working with enthusiastic professionals, especially medical professionals and business owners who are looking to build and preserve their family and financial legacies. He can provide financial planning, retirement income planning, insurance needs (life, disability, long=term care, business) and investment and tax-savings strategies – just to name a few.
Prior to joining the Wealth Standard Financial team, Matthew worked in the health care industry for more than a decade. His experience in the health care field provided him with the ability to strategize, develop and implement plans to ensure everything runs as efficiently and effectively as possible.
Matthew has always had a heart for helping others. His mother tells stories of how, in elementary school, he used to finish his assignments quickly so he had time to walk around the classroom to help the other students.
Outside the office, Matthew enjoys spending time with his daughters Kynnedy and Jeri’myah.