Matt became a member of Karen’s team in October of 2017. He joined the financial industry in 2011 as a Registered Investment Advisor and holds a Series 7 and Series 66 license as well as life, health, and disability licenses. Matt is responsible for assisting in portfolio rebalancing, securities research, and data analysis. He also serves as a backup to the Client Service Manager.
Matt enjoys cooking outdoors, the Cardinals, and spending time with his wife and three children.