Matthew brings over a decade of experience to our team, where he and partner Nathan Hall maintain their office in downtown Port Huron. Here they serve clients in the Metro Detroit and Thumb regions of Michigan, as well as working digitally with clients nationwide.
In 2017 Matthew acquired the designation of Retirement Planning Specialist by attending a program at The Wharton School of the University of Pennsylvania in partnership with Equitable Advisors.
In 2023 Matthew participated in a joint program between Columbia University Teachers College and Equitable Advisors to earn the designation of Holistic Financial Coach.
When Matthew is not working with clients, he enjoys spending an abundance of time with his wife Kate and their four children Benjamin, Lila, Noah, and Thomas.