Matt took the reins of his family business and transformed it into a forward-thinking firm built for the future. With more than 40 years of experience, he is a seasoned advisor with deep expertise across the full spectrum of employee benefits, including retirement planning and 401(k) strategy. Matt is widely recognized for designing plans that align with the unique needs of employers and their teams, while helping businesses secure long-term success and preserve their legacy.
Beyond benefits, Matt advises owners and executives on succession planning, tax-efficient strategies, and personal wealth management tied to their business. His approach combines strategic insight with personalized guidance, ensuring clarity, compliance, and optimized outcomes.
A graduate of Xavier University, Matt holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Since 2012, Matt has been the consecutive recipient of the “Five Star Wealth Manager Award”, requiring rigorous eligibility and evaluation criteria. In 2016, Matt was an honoree for the John F. Barrett Entrepreneur Vision Award. Currently, Matt is a member of the Entrepreneurs Organization, a global association that mentors executives seeking to improve their business practices.
Outside of work, Matt enjoys the outdoors, traveling, and time with family.