Matt has over 15 years of experience overseeing dynamic portfolio management for a variety of investors. Matt prepares and develops in-depth trading strategies and provides investment insight.

Matt regularly works with pre-retirees and retirees to create and implement in-depth retirement plans, including Social Security and income planning. Matt has been called upon by national media outlets for his insight. Also, he has completed the rigorous process to earn the Chartered Financial Analyst designation.