With over 26 years of experience in wealth management, consulting, and wealth transfer, Matt brings a deep understanding of financial strategy and business optimization. His extensive background spans both the consulting and brokerage industries, where he has consistently helped clients navigate complex financial landscapes with clarity and confidence. In addition to his core expertise, Matt is passionate about driving operational efficiency for companies—leveraging cutting-edge technologies, including AI, where applicable. His forward-thinking approach enables businesses to streamline processes, improve decision-making, and stay competitive in an evolving marketplace. Whether advising high-net-worth individuals or consulting for growing enterprises, Matt is known for his strategic insight, integrity, and results-driven mindset.