Matt brings over a decade of experience in managing investments for both institutions and high-net-worth individuals. Since merging his firm with Virginia Asset Management, Matt’s leadership, knowledge, and commitment to delivering real value to his clients, has been crucial to the success of the practice.
Matt focuses on three key areas when working with clients; learning what is most important to his clients, developing a plan that will allow them to pursue their financial goals, and educating them on the process. The real benefit, in addition to the increased clarity and confidence his clients can gain in their financial future, is that he ultimately becomes a valuable resource to them.
Matt received his undergraduate degree from the University of Richmond where he was fortunate to earn a varsity football scholarship. He is a lifelong learner and always strives for knowledge.
Achievements:
- Accredited Investment Fiduciary professional designation from Fi360