Matthew serves as a financial advisor at The 28Ten Group. He holds life insurance and annuity licenses along with his Series 65 registration. Matthew works with clients to develop purposeful strategies that align their resources with their long-term goals.
Matthew earned his MBA at a young age, which laid the foundation for his analytical and forward-thinking approach to financial planning. He is known for his ability to customize strategies that reflect each client’s unique circumstances and aspirations. Clients value his direct communication and his commitment to helping them make informed, confident decisions.
In addition to his work with clients, Matthew plays an important role in advancing the firm’s technology and systems. His focus on operational excellence ensures that clients benefit from both strong financial strategies and secure, efficient modern processes that support a seamless experience.
Based in Pennsylvania, Matthew is dedicated to building lasting client relationships grounded in trust, clarity, and thoughtful planning. His work reflects 28Ten Group’s commitment to helping families make wise financial decisions that support both their current lives and the legacy they wish to leave.
