Financial Advisors with Integrity
I’ll never forget the financial advisor who helped me and my family when I was a young soldier. I’ve seen firsthand what a difference financial planning can make – not just for your wealth, but for your life.
My passion is to truly help clients work towards their goals. Whether that is feeling comfortable to retire, preparing a business to sell, buying that vacation home you’ve always wanted, finally paying off that debt weighing you down, or caring for a loved one in old age, the measure of my success is when you do the things in life that are important to you.
In the military, we must solve problems creatively and communicate solutions that are clear and precise. My background as a Special Forces Officer gave me years of experience listening, identifying root issues and communicating in terms that can be easily understood. My service has also instilled the values of integrity, duty, loyalty and quick thinking under fire – skills and values I draw on every day as an advisor.
As a CERTIFED EXIT PLANNING ADVISOR and CERTIFIED ESTATE PLANNER™, I enjoy leading efforts on your behalf across a team of CPAs, attorneys, bankers, and other professionals to help you make the best decisions possible for your family or your business. I have specific experience in helping business owners grow the value of their business and position it for an eventual transition. I also specialize in working with estate planning attorneys on all of the financial considerations for a family’s estate. I love helping those who have not had an advisor and those who want more from one.
I graduated summa cum laude and as a Distinguished Military Graduate with a Political Science degree from St. Norbert College in Green Bay, Wisconsin. Following college, I served 10 years in the U.S. Army on active duty as an Armor and Special Forces Officer leading my teams on four combat deployments to the Middle East.
I graduated on the Commandant’s List from the Special Forces Detachment Officer Qualification course, Maneuver Captain’s Career Course and as a Distinguished Graduate from Command & General Staff College.
I moved over to the Army Reserves as a Major in order to pursue a career and spend more time with my family. The financial advisor I met in the military years ago made such an impact on our lives that I was inspired to pursue a career in financial planning. In addition to running my business, I serve as an Associate Professor of Military Science at North Carolina State University. I love being able to teach and develop the next generation of our country’s leaders.
I believe that to have success any family must find balance between the business, personal, and financial aspects of their lives. For families I use years of experience, a deep team, and a significant amount of empathy and listening to help them pursue their goals in these areas. For business owners I use the the Value Acceleration Methodology of the Exit Planning Institute to help them identify and pursue success across all three areas.
With my background and personal experience, I’m also passionate about helping military members and veterans understand their financial life and make a successful transition after serving.
After over two years of deployments, time with my wife and two young boys is priceless. I love traveling, going to concerts and movies, and constantly learning new things. I enjoy volunteering as the president of my son’s home and school association as well as taking him to hockey practice and games.
Matthew is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
My mom’s blueberry pie
Slapping the bass
Best piece of financial advice received:
Invest early, invest often, and let time work for you
If you could meet anyone, past or present, it would be:
George Washington – he personified the potential of America
“If you fail to plan, you are planning to fail.”-Benjamin Franklin
“Do or do not. There is no try” –Yoda
“De Oppresso Liber” – U.S. Army Special Forces Motto
The Mission, The Men, and Me by Peter Blaber – provides fantastic principles for leadership and success in any environment
Star Wars: The Empire Strikes Back – a classic I’m now getting to share with my son…he was shocked to hear Darth Vader was Luke’s dad
Favorite TV show:
What motivates you:
Serving my clients, community and country to the best of my abilities.
Christmas…seeing the excitement in my sons is priceless
Something on your bucket list:
Take Latin dance lessons with my wife.
Place you’d most like to visit:
Northern Italy. I love their wine, food, and scenery
Leading my Special Forces team on three combat deployments – and marrying my wife who is better than I ever deserved!