Matt joined Concord Wealth Management in 2010 as a Financial Advisor. Matt’s diligent work and dedication quickly led to his promotion to Vice President in 2013.
In addition to helping individuals, families and business owners become financially successful, he is responsible for talent acquisition as well as training and coaching the firm’s Advisors. Matt has a vast knowledge of Financial Services with areas of expertise which include protection planning, life insurance and retirement planning. He has received various distinctions for his work including Advisor of the year in 2011, 2012, 2013 and number one nationally ranked Vice President in 2014, 2015 and 2016 with Penn Mutual.
Prior to joining Concord Wealth Management, Matt grew his business as a Financial Advisor with MetLife, where he was awarded Advisor of the year in 2008 for the Boston Agency. He was a member of the MDRT and Leaders’ Conference qualifier.
A graduate of Curry College in Milton, MA, Matt earned his bachelor’s degree in Business Management. He is a member of the National Ethics Association, the National Advisory Council, and GAMA. He holds Financial Industry Regulatory Authority (FINRA) Series 6, 7 and 63 licenses. Matt’s hobbies include golfing and fitness. He resides in Braintree, MA with his wife Sabrina and son Ethan, and enjoys nothing more than spending time with family and friends.