As a Series 65 professional, Matt plays a crucial role in delivering a seamless client experience. He works closely with Riley Van Velthuyzen, Ross Kroll, and Todd Butler to craft personalized wealth and tax planning solutions while also managing the operational details that help ensure to a smooth and efficient process from start to finish. His attention to detail and proactive approach helps clients navigate their financial journey with confidence and ease. Matt is currently studying for the CFP® examination.

Prior to joining Ocean Path in 2024, Matt worked at a multi-billion-dollar Registered Investment Advisor where he worked with the operations team to provide efficient solutions to the myriad of operational needs and challenges that advisors encounter.

Matt earned a bachelor’s degree in economics from Pomona College where he also played on the football team. A Boston native who now resides beachside in Playa Del Rey, he enjoys cheering for the Patriots and Celtics when he is not busy surfing, playing beach volleyball, or traveling.