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As a co-founder at Benchmark, Matt is wholeheartedly invested in guiding and advising clients through major financial decisions. A CERTIFIED FINANCIAL PLANNER™ since 2017, he specializes in designing thoughtful and customized financial plans that preserve, protect, and grow his clients’ wealth.
Matt has years of experience implementing advanced planning concepts, such as business succession planning, estate planning, tax planning, charitable planning, as well as multi-generational wealth transfer.
Matt is also a Certified Divorce Financial Analyst® professional, where he brings his financial planning expertise to the volatile arena of divorce settlements. Matt’s goal is to partner with his clients to provide clarity and a steady hand as they navigate the chaos and confusion divorce can often bring.