As a Financial Advisor in our South Burlington, Vermont office, Matthew brings a wealth of experience and a passion for helping clients navigate their financial journeys. With an MBA in Finance and the CERTIFIED FINANCIAL PLANNER^® designation, he crafts specialized financial plans tailored to each client’s unique situation.

When he’s not creating financial strategies, you’ll find Matthew enjoying family time, hitting the tennis courts, scoring goals on the soccer field, or carving up the ski slopes. A culinary enthusiast with a penchant for online chess, Matthew’s diverse interests reflect his well-rounded approach to life and finance.