Matt joined Perspective Financial Group in 2021 after more than eight years at Vanguard in Malvern, PA. Matt began there in 2012, focusing his work in higher education planning, retirement planning, wealth management, and institutional sales. He has always wanted to help people meet their financial goals, and he enjoys working alongside a team at PFG that puts clients first in all they do.

Matt graduated from Gettysburg College with honors in 2012. He majored in Political Science with a minor in Economics, doing his thesis research on the effects of globalization on healthcare in Sub-Saharan Africa. Matt realized he wanted to be an advisor while interning at a local wealth management firm in the summer of 2011, and changed his career path to prepare to enter the finance world. He earned his Certified Financial Planner® (CFP®) designation in 2016 and his Chartered Life Underwriter® (CLU®) designation in 2024.

Matt lives in Downingtown with his wife, Steph, and his mini labradoodle, Boogie. He is an avid University of Kentucky fan, follows all of the Philadelphia sports teams, and likes to read in his spare time.

Where is your favorite place to eat? Zahav in Philadelphia. You may have to book a reservation months in advance, but it’s well worth the wait.

What did you want to be when you grew up? I wanted to be a dentist. Eventually I learned I don’t have the stomach for the occasional surgeries dentists have to perform, so I shifted my career aspirations.

If you could travel anywhere in the world, where would you go? I studied abroad in Wollongong, Australia during my junior year of college, and I’ve been ready to go back ever since I left. The only cities I spent any time in were Sydney, Canberra, and Melbourne, and there’s so much else I’d love to see.

Best advice you’ve ever received? One of my previous clients was an ER doctor, and the first time I spoke with him, he told me that life is too short to postpone living. That always stuck with me.

Favorite Book? Heart of Darkness by Joseph Conrad. It encouraged me to determine what things I valued in life, and to seek those things in everything I do.