Matt works closely with advisors to customize portfolios based on each client’s investment objective, time horizon, income needs, and tolerance for market volatility.  He is responsible for investment strategy implementation, monitoring of client portfolios, and financial planning support.

Matt joined TGS in 2024 and brings a unique and deep background in financial services from Vanguard and SEI investments. He has held various leadership positions focused on investments, strategy, and client management that will serve him well as he follows his passion for personal advisory services.

Matt earned a BS in Finance and Economics from University of Delaware and his MBA from Villanova University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Qualified 401(k) Administrator (QKA®) designations.

Matt serves on the Board of trustees for the Denise Lugar Scholarship fund and is actively involved with the Chester County Down Syndrome interest group. Matt lives in Wayne, Pennsylvania, with his wife, Sarah, their three children, and dog. They enjoy spending time with friends and family, traveling, sports, the Jersey Shore, the Phillies, the Eagles, and hiking.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute® (the Institute) is the owner of the certification mark  “CIMA®.” Use of  CIMA® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

The American Society of Pension Professionals and Actuaries (ASPPA) owns the certification mark  “QKA®.” Use of  QKA® signifies that the user has successfully completed the Society’s initial and ongoing credentialing requirements.