Honest. Loyal. Adventurous. And a bit bold. With almost a decade of experience in the financial services industry Matt is dedicated to helping business owners, individuals and their families reach for their financial goals with tax-intelligent strategies. Matt holds a Bachelor of Science in Financial Economics and is a Certified Public Accountant. As a Partner for the firm, Matt works with clients to develop customized investment plans that considers their financial goals, tax status, and values. He is the guy you ask for a local craft beer recommendation and the belayer you want at the end of your rock-climbing rope. Matt lives in Baltimore with his family, in his spare time you can find him relaxing with a book and a good cup of coffee.