Matt joined Individual Financial Services (IFS) in 2012 in the role of Registered Sales Assistant. Before IFS, Matt held various research, operational, and support positions with a local independent financial planning firm.
In addition to supporting Neil and Martin, Matt’s responsibilities include assisting in the ongoing management of client relationships, assisting in the design and management of client portfolios, and investment research and product analysis. He is also responsible for the day-to-day interactions and relationships with the various financial and investment firms and coordinating with the operational, compliance, and trading departments at LPL Financial, our broker/dealer.
Matt earned his Bachelor of Science degree in finance from Slippery Rock University. Committed to learning and excellence in his field, Matt holds the Certified Fund Specialist® (CFS®) designation. In addition, he holds the FINRA Series 7 and 63 professional licenses through LPL Financial along with the Life, Accident, and Health Insurance license.
Matt, his wife Ashley, and daughter Marlianna, live in Saxonburg, Pennsylvania. He enjoys running in North Park, going to concerts, and weekend getaways to Tionesta.