Matt earned a BA from the University of Massachusetts in 1994. While at school, he joined and eventually became president of the local Delta Chi fraternity chapter, where he learned more about dealing with people than he could ever learn in a classroom. While in school and immediately after, Matt took several different jobs: greens keeping, insurance agent, and even driving a town car before an incident with another car resulted in him being “let go.”
In 1995, Matt began working in the financial planning profession, becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2003. Just a couple years after beginning his career, Matt met his wife, Naomi, and they have now been married for 19 years. Because Naomi hails from the West Coast of Michigan, specifically the beautiful town of Ludington, Matt has had the pleasure of spending a week or two in Michigan every summer, renting a house with her family in various vacation spots including Saugatuck and Traverse City.
Matt has been blessed with two daughters, Julia now 16 and Jade soon to turn 13. They're both competitive swimmers, and because Matt got sick of sitting on the hard bleachers for 10-hour swim meets, several years ago he became a U.S. Swimming official. Now, he gets to stand instead on the hard floor for 10 hours. Julia attends Sturgis Public Charter School in Hyannis, and thanks to the sibling rules for charter schools, her sister eventually will attend as well.
The whole family lives in East Falmouth and Matt has become active in the communities of Falmouth and Mashpee over the years. When the kids were younger, Matt served on the board of the Cape Cod Children’s Museum during a very transformative era in that organization’s history. While he has been involved in numerous charitable causes around the Upper Cape, lately most of his volunteer time has involved the First Congregational Church of Falmouth, where Matt has served in many capacities and currently sits on the Board of Deacons and leads the Confirmation Class.
Over the years, Matt has been honored to receive several accolades in his profession, being interviewed for various publications, and being named one of the Top Professionals Under 40 by the New England Business Bulletin* in 2009 (but he’d trade that honor to still be young enough to qualify for it). Like most fathers of growing children, Matt’s hobbies are really aspirations; in theory, he likes to play golf, hike, and read books about history and religion, and one of these days he’ll get to do those things again. With that said, Matt and Naomi have had the opportunity to travel quite a bit both with and without the children. While they love aspects of the Arizona desert, Washington’s Cascade Mountains, the cove beaches of St. Johns, the cliffs of Laguna Beach, the lush rainforests and volcanic landscapes of Hawaii, and even the bustling French Riviera, for them, paradise is in a hill town somewhere between Florence and Rome where the wine, cheese, bread, and oil are imported from blocks—not miles—away.
Matt truly believes that he helps his clients Turn Money into Wealth and he’s happy to explain what that means.
*Based on professional accomplishments and community service. This award is not specific to financial services.