Matt seeks to provide his clients with clarity and guidance on their path to financial independence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he approaches client concerns and priorities from a holistic perspective. By focusing on the “big picture” and his clients’ long-term goals, he is able to provide solutions that align with his client’s values and work to achieve their goals.
Prior to joining Capitol Financial Solutions, Matt held roles in investment banking, wealth management, and financial planning at an international brokerage firm, and a regional bank. While these experiences allowed Matt to develop his expertise in these fields, he sought to join an independent firm where he would have the flexibility to build a practice focused solely on his clients and their unique needs.
When Matt isn’t helping his clients navigate the complex world of financial planning, he can be found spending time in the outdoors, hunting, fishing, and camping. As an avid duck hunter and conservationist, he is a Life Sponsor of Ducks Unlimited and the Co-Chairman of the Raleigh, NC Chapter. Matt is a firm believer in living for today, while planning for tomorrow and encourages his clients to do the same.
Professional Qualifications:
- Bachelor’s degree, East Carolina University
- Master’s degree, Trust & Wealth Management, Campbell University
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- FINRA Series 7 Securities License
- FINRA Series 66 Securities License
- Life, Health, & Long-Term Care Insurance License