Senior Planning Analyst
As a Senior Planning Analyst, Matt is responsible for preparing account reviews and analyses for client review meetings. He works closely with the Directors of Planning and Client Services, ensuring that all client tasks are completed accurately and promptly. Matt prepares investment portfolios and conducts investment manager selection.
A native of Maryland, Matt attended Anne Arundel Community College and Towson University before embarking on a career in Sports & Hospitality Management. Prior to joining MWA, Matt was the General Manager of a premier private country club in the Baltimore area before choosing a new career path in financial services in 2015. His high level of service and client interaction experience, coupled with his real-world business experience, is an asset Matt brings to his role at MWA.
He holds the Series 7, 63, and 65 securities licenses and registrations as well as being Life, Health, and Variable Annuity Registered, and is an Investment Advisory Representative. Matt is a Registered Representative and is currently pursuing the CHARTERED FINANCIAL CONSULTANT ® professional designation through the American College of Financial Services.
Matt is also active in the nonprofit community where he has served as a Board Member of the Blue Valor Foundation and the Hanover area YMCA. Outside of the office, Matt enjoys cooking, playing golf, traveling, and spending time with his family. Matt lives in Glenville, PA, with his wife, Debbie, and their two children.
Education and Certifications
Series 7, 63, and 65 securities registered
Life, Health, and Variable Annuity licensed
Baltimore Estate Planning Council