With 14 years of experience working in financial services, Matt’s focus is on financial planning strategies and asset management.
He is a multi-year recipient (2014-2017) of Connecticut Magazine’s Five Star Wealth Manager Award.* Matt also co-founded
Barnum’s planning division for physicians and medical professionals. In addition to sitting on the board of the Soundview
YMCA, he was the co-host of Connecticut’s #1 financial talk show, Smart Money Radio, for over eight years. Matt enjoys
teaching financial planning programs at many local companies and lives in Madison, CT with his wife and two children.
Domiciled in CT and licensed to sell insurance and securities in several states.
*The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.