Matthew serves as Director of Client Relations, where he plays a critical role, aiming to ensure that client strategies are implemented with precision, consistency, and a high level of engagement. He acts as a key liaison between the advisory team and clients, translating strategic planning into actionable next steps while striving to maintain a seamless client experience.
His responsibilities include overseeing the execution of financial plans, coordinating client service requests, facilitating communication with external professionals, and aspiring to ensure that all aspects of the client relationship are managed proactively. Matthew is also actively involved in portfolio-related discussions, transaction coordination, and ongoing client education.
He holds his Series 7 and Series 66 licenses with LPL Financial and earned his Bachelor of Science in Business Administration from the University of Florida, along with an MBA with a specialization in International Business.
Outside the office, Matthew enjoys spending time outdoors, particularly fishing and diving, and is an avid sports enthusiast.