Matt seeks to provide his clients with clarity and guidance on their path to financial independence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he approaches client concerns and priorities from a holistic perspective. By focusing on the “big picture” and his clients’ long-term goals, he is able to provide strategies that align with his client’s values and work to strive to achieve their goals.
Prior to joining Capitol Financial Solutions, Matt held roles in investment banking, wealth management, and financial planning at an international brokerage firm, and a regional bank. While these experiences allowed Matt to develop his expertise in these fields, he sought to join an independent firm where he would have the flexibility to build a practice focused solely on his clients and their unique needs.
Matt holds a bachelor’s degree from East Carolina University, a Masters Degree in Trust & Wealth Management from Campbell University and is also an Eagle Scout.