Matt has spent the last 15 years working in the qualified retirement plan market. He began his career as a financial advisor at Merrill Lynch, specializing in the qualified retirement plan market. Due to the demands and restrictions of working for a large wire house, Matt went into private practice in 2008. Before becoming a financial advisor, Matt worked for one of the largest retirement plan providers in the country. Matt has taken the best practices employed by the large institutions and brought that seasoned experience to small and mid-size companies to help them manage their retirement plans.
As President and Founder of Eminent Wealth Strategies, Matt has made the client the number one priority by driving a business that is loyal to the client, not the record-keeper. EWS has the ability to work with nearly any non-proprietary record-keeper in the business; however EWS will always seek the most suitable solution for the client.
Matt is an Investment Advisor Representative through LPL Financial. LPL Financial is a full-service broker dealer that provides specialized support to financial advisors who focus on wealth management and the institutional retirement plan market.