As a Wealth Advisor at RegentAtlantic, Matt advises clients on financial planning and investment management in order to help clients achieve their financial goals leading up to and through retirement.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst (CIMA®). He serves on the Firm’s Financial Planning Committee and Neighborhood Nonprofits Group. He also serves on the Morris Museum Board of Trustees. Matt was selected by the Morris County Chamber of Commerce for its 2020 Leadership Morris, a program that brings together a class of approximately 30 individuals of diverse backgrounds and experiences who are preparing for or who have demonstrated business leadership ability through community involvement. Passionate about collecting, with a special interest in timepieces, Matt has been developing a specialty service for our clients to support all aspects of our clients’ collections – from building and cataloging to estate planning and inheriting.
Matt graduated from Colby College with a B.A. in Economics and concentration in Financial Markets. Matt also holds a certificate in Financial Planning from Northwestern University.
Originally from Skillman, New Jersey, Matt currently resides in Morristown with his wife, Kaila, and their Miniature Australian Shepherd, Madden.