sound advice

Matt started his career path at Salve Regina University in Newport, Rhode Island where he graduated with a Bachelors’ Degree in Financial Management and a minor in Economics all whilst playing on the Men’s lacrosse team. Originally, Matt contemplated taking after his mother and going into teaching however, after taking some economics courses and teaching back what he learned to others, he realized he could combine his passion for teaching and coaching with his passion for finance. He began his career as a financial planner and financial educator at a Private Wealth Management firm prior to joining the Heller Wealth Management team. His Behavioral Financial Advisor Designation (BFA) focuses on the psychology of how people make decisions around money, understanding clients core values and helping them make decisions that are in alignment with those values. One of the greatest joy’s Matt has felt through his work is educating clients on how to use their wealth to put them in the best position they can be. 

Matt also enjoys giving back to the local community through the sport he grew up playing, lacrosse.  When not in the office, you can find Matt coaching 9th and 10th graders lacrosse, inspiring them as grow not only on the field, but in their personal endeavors off the field. As a sports enthusiast, you can always be sure that if he isn’t spending his Sunday’s watching his beloved NY Giants, he is either hitting the links on the golf course or snowboarding in Vermont.