Matthew has over eight years in the financial services industry, working as an Investment Advisor for the past two years with Brite USA. He started his journey after receiving a double Bachelors Degree from William Paterson University in Accounting and Financial Planning. He holds other qualifications, such as a Series 65 in the US.
Matthew is passionate about helping clients achieve their financial goals when working with clients. His preferred working style is interacting with clients in-person to learn more about them and how he can add value to their financial situations. His key strengths include retirement planning, UK pension planning and 401(k) & IRA investment management.
When he’s away from the office, Matthew is a true family man and enjoys spending time with his wife, two boys and his youngest daughter. He also plays in a Co-Ed Softball league and enjoys keeping up to date with his favorite football team, the Dallas Cowboys.
Matthew has the following Licenses & Designations:
- Series 65
- 8+ Years Experience
- Accounting and Financial Planning Double Bachelors
- Family Man