Managing Director, Private CFO®
Hometown: Silver Spring, MD
States Licensed: AZ, CA, CO, FL, IL, WA, WI
Managing Director, Private CFO®
Matt grew up just outside Washington DC in Silver Spring MD. He attended Florida State University and completed The Wharton School of Business executive leadership program. Outside of work Matt is a family man and loves spending time with his wife Michele and his two daughters, Mackenzie a freshman at Emory University, and Lexi a Freshman in high school and his two dogs. Matt is also an avid ultra-endurance athlete and loves training for his next big race. He has completed 17 marathons and qualified and finished the Boston Marathon twice, 3 Ironman triathlons, and multiple Ultra trail marathons including a 100K. In August he will be attempting the Leadville 100 which is one of the toughest ultras in the world.
Are you an early bird or a night owl?
What would the title of your autobiography be?
If you could only listen to one song for the rest of your life, what would it be?
Vivaldi - Four Seasons
If you could have the power of teleportation right now, where would you go?
Mt. Everest Base Camp
What is the last TV show you binge-watched?
Motto or personal mantra?
CANI (Constant And Never-ending Improvement)
What inspires or motivates you to do your job, as it relates to the customer experience?
I am extremely lucky because I get to do what I love! I have a deep passion for financial markets and planning. For me there is no greater feeling in the world then knowing that you have made a meaningful difference in making clients feel more confident and in control of their financial future. Watching clients who have entrusted you with their hard-earned savings live their best life and becoming the best version of themselves is why I wake up excited every morning to go into the office.
To Be or Not to Be an Executor
5 Reasons to Have a Retirement Income Plan
The Value of a Financial Advisor: Unlocking Financial Success and Peace of Mind
Budget-Friendly Vacations for The Whole Family
How to Not Get Scammed On Your Auto Insurance Rate
Importance of Disability Insurance
What Can A Financial Planner Do For You?
Top Summer Travel Tips for Flying: What to Consider Before Your Flight
Asset Protection: What You Need to Know to Secure Your Wealth
Practical Tips for Managing Expenses as a College Student
The Roth IRA is 25 Years Old in 2023!
Saving Strategies for Your First Home in 2023
The Psychology of Money: Understanding Your Money Mindset and Overcoming Financial Roadblocks
Innovations in Live Events and Exhibition Design and Execution
Expanding a small business on a budget: What to consider?
From Cutting the Cord to Cutting Off Friends and Family
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures