Matt is a Wealth Management Associate who assists our advisors in planning for a large segment of our clients. He supports our team with significant professional resource and capacity related to all areas of planning and investing. Matt is incredibly gifted in his attention to detail and has strong organization and project management skills. His knowledge and passion for the field of financial planning has grown immensely during his time with the firm.
Matt earned his Master’s in Business Management from Worcester State University. His ambitious pursuit of personal achievement leaves Matt constantly working to take his professional capabilities and our clients plans and success to the next level. He has a servant’s heart that has endeared him to our team and to our client families that he serves.
Matt works hard to maintain a balanced life. He loves the outdoors and enjoys time with his family and friends in the mountains of New Hampshire and taking long hikes with his girlfriend and his dog Cody.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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