1-800-927-7190
Matthew entered the financial industry in May of 2014 as an intern with Precision Financial Services. Following his graduation in 2015, he returned to the firm as a Client Service Specialist. Through the years, Matthew was promoted to Operations Manager, with his primary focus in financial planning, trading, managing client requests and general day-to-day operations of the firm.
In 2023, Matthew earned his CERTIFIED FINANCIAL PLANNER® designation, met by rigorous education, examination and ethics requirements, administrated by the CFP Board. He maintains his FINRA Series 65 registration, New Jersey Life Insurance license and is a Notary Public for the state of New Jersey.
Matthew graduated from Norwich University, the Military College of Vermont, with a Bachelor of Science degree in Business Management and Bachelor of Science degree in Accounting. As a student at Norwich University, Matthew was a member of the Corps of Cadets, where he developed his professional leadership skills through his structured, organized, and disciplined cadet lifestyle. Matthew was also a member of Norwich’s football team for four years.
Matthew resides in Succasunna, New Jersey, and enjoys watching sports, golfing, and spending time with his family.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.