"Matt has been our financial advisor for greater than a decade at this point in time.  My wife and I both are health care professionals and he has been by our side helping us to navigate the vastly different stages of our lives as students, trainees, and now in our establish careers.  He has been an integral part in our  preparation for the future including recommendations regarding debt management, insurance, estate planning, establishing college funds for our children, tax optimization, and retirement planning.  He is level headed with a constant focus on achieving our long term goals.  He has been a stabilizing force during turbulent economic times when my fears may have otherwise led to counterproductive decisions.  With that said, he also has an appropriate respect for the fact that life and family should be appreciated and enjoyed.  He has helped us find a fiscal balance that achieves both a responsible respect for future preparedness without missing out on the enjoyment of the life we are living now.  He has always been fair, responsive, approachable, knowledgeable, and enjoyable to work with.  I hope to continue to work with him for decades to come, and I would happily recommend him without reservation."

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This statement is a testimonial by a client of the financial professional as of 12/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.