A lifelong financial and investment management professional, Matt joined Heritage Finanical Services in 2007. As senior wealth manager, Matt operates as the primary partner for clients, helping them translate their life goals into sophisticated custom financial plans, then recalibrate constantly as their circumstances and goals evolve. Matt also serves as the hub of communication and coordination between Heritage and clients’ accountants, attorneys and insurance agents.
Matt and his wife, Shannon, have three young boys. Most of his time outside of work is spent with them, involved in their sports and activities. With the small amount of time left over, he stays close with friends he has known since the second grade. And he remains a diehard Patriots, Red Sox, Bruins and Celtics fan.