“I have served clients and their retirement plans all of my career. I understand the mandate to be strategic in planning, measured in response, and fee savvy in all cases in order to serve my clients well as they help their employees save for a rewarding future.”
With decades of experience in the defined contribution space, Matt has worked with both plan sponsors and consultants, representing two global asset management firms. He brings that experience and unique understanding to client concerns. Though Matt has traveled extensively in his client service roles, his focus has been Midwest and East Coast clients.
Matt and his family make their home in Baltimore, Maryland allowing them access to both Eastern Seaboard beaches and mountains to the west. Closer to home, they spend their time near baseball fields and gym floors cheering on their two sons and their teammates.