Background:

Matt is a wealth advisor at Hunt Valley Wealth.  Since 2004, he has been dedicated to navigating clients through every aspect of their financial plan – from lifelong goals to life transitions, unique circumstances, and planning for legacies.  Matt takes pride in helping clients articulate their lifestyle and legacy goals, then, through thoughtful recommendations, successfully implementing the actions required to meet those goals.  He often collaborates with outside professionals – attorneys, accountants, and insurance professionals – to make sure all aspects of your financial life are covered. 

Financial rules and regulations are constantly changing, and Matt thrives on staying abreast of these changes and keeping clients informed on the impact to their own unique situation.  As a fiduciary and fee-based advisor, Matt ensures that clients’ needs are always put first, thereby avoiding conflicts of interest.  

Prior to joining Hunt Valley Wealth in 2013, Matt also worked at Ameriprise Financial, MetLife and Fidelity Investments. 

Matt graduated from Loyola University Maryland with his bachelor of business administration with a concentration in management.  A firm believer in lifelong learning, Matt holds the Certified Financial Planner®, Certified Private Wealth Advisor® and Certified Investment Management Analyst® certifications. 

Personal:

Matt and his wife Catie live in Sparks, Maryland with their dog Preston.  Together they enjoy hiking, kayaking, spending time on Maryland’s Eastern Shore and traveling to new places.  Matt is an avid golfer and is always thinking about his next golf trip.

Fun Fact:

Matt has been playing golf for over 20 years and still searching for his first hole-in-one.

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