CFP®, CIMA®, MBA
Partner – Wealth Advisor
Matt has been in the asset management business for nearly 25 years. He specializes in tax deferral/mitigation strategies for the sales of investment properties, businesses, and highly concentrated stock positions. With these types of transactions, he’s helped defer more than $20,000,000 in taxes for clients over the past three years. He truly enjoys helping clients ﬁnd creative solutions with their tax burdens.
Matt grew up in Massachusetts, where he earned his bachelors and MBA degrees. He has his CFP (Certiﬁed Financial Planner) designation and studied at the Wharton School at UPenn to earn his CIMA (Certiﬁed Investment Management Analyst) designation. He lives in Granite Bay with his wife, Lauren (a freelance writer and editor) and their two boys Chase (11) and Zach (7). His passions outside of his family include golf, mounting biking, hiking, and serving as board president for the Boys and Girls Club of Placer County.
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