Matt has over twenty-five years of experience in the financial services industry. He graduated from the University of Delaware in 1997 with degrees in Economics and Political Science.
Matt began his working career at JPMorgan Private Bank in Newark, DE. While there, he was part of a team that managed the assets of High-Net-Worth individuals and families. In 2010, he started his own financial planning practice, Genesis Advisors. Matt lives in Middletown, DE with his wife Dana and their children, Shane, Gabriella, and Brennan. Matt has been a volunteer coach for Delaware Union Soccer Club, MOT Little League and currently Delmarva Aces Baseball. Matt is also a Board Member for the YMCA of Middletown. In his free time, he enjoys playing golf and spending time at Bethany Beach with his family.
Matt specializes in collaborating with retirees and pre-retirees who struggle to develop a retirement income strategy. Developing a strategy that balances your needs and wants against your resources is critical as you transition into retirement. Throughout your retirement years, reviewing and adjusting your strategy as your situation and needs evolve is key to a successful plan.