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As a co-founder at Benchmark, Matt is wholeheartedly invested in guiding and advising clients through major financial decisions. As a CERTIFIED FINANCIAL PLANNER™ since 2017, he is committed to designing thoughtful financial plans that help clients preserve, protect, and grow their wealth.
Matt has years of experience in advanced planning concepts, such as business succession planning, estate planning, tax planning, charitable planning, as well as multi-generational wealth transfer.