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About
Matt brings a scientific, evidence-based approach to investing that he has honed for over 16 years as an investment advisor and financial planner. He enjoys helping clients work strategically toward achieving long-term financial goals, and his philosophy is grounded in foundational principles including Modern Portfolio Theory, the Efficient Market Hypothesis, and the Fama-French Three-Factor Model.
Inspired by his father’s career in finance, Matt knew from an early age that he wanted to help others achieve financial freedom. He values transparency, discipline, and long-term thinking – qualities that continue to shape his approach to wealth management.
A Charleston, South Carolina native, Matt is active in his community and has served as president of both the Rotary and Exchange Clubs. Outside of work, he enjoys traveling with his wife, Kristy, and their beagle, Quinn. He is an avid sports enthusiast and regularly trains for and competes in endurance events.