Matt gets great satisfaction when his financial recommendations help his clients improve their financial position. He considers a client’s goals, time frames and risk tolerance prior to recommending an individualized financial plan. Matt is steadfastly focused on finding the best solutions for your hard-earned money. Many of his clients are entrepreneurs and professionals who are planning for their own and their family’s financial future.
With more than seven years of experience in the financial services industry, Matt gained experience working for some of the largest leaders in the industry. He has worked for Merrill Lynch, AIG, and AXA Advisors. Through this experience, it became evident that independent advice is paramount to a sound financial plan. At Western International Securities, Matt recommends personalized investment strategies to help his clients achieve their financial goals.