Matt comes from 5+ years of Fintech experience. Upon speaking with a financial planner for his personal life, Matt realized how impactful proper financial planning is and how infrequently this topic was discussed / taught in traditional learning environments. Matt's goal is simple; to help people achieve their financial goals by creating a customized strategy unique to their goals.
A native of Long Island, New York, Matt currently resides in lower Manhattan with his wife, Maddy, following their marriage in January 2026. Matt has become an enthusiast of the city's diverse cultural and dining sectors.
Education
- BA in Communications and Minor in Entrepreneurship, University of Maryland
Licenses
- Series 7
- Series 66
- Life, Accident & Health Insurance
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Threepoint Private Client Group LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4462484.