My philosophy is simple: I believe that financial strategy should be based on your unique goals, values, and circumstances. That's why I take the time to get to know each of my clients on a personal level, so I can understand what's most important to you. Whether you're planning for retirement, protecting your family’s future with life insurance, saving for a child's education, or starting a business, I'll work with you to develop a personalized financial plan tailored to your needs.
As a fiduciary and a Dave Ramsey SmartVestor Pro financial advisor, I’m committed to providing honest, practical advice to help you build wealth, eliminate debt, and secure your financial future. I follow proven principles to guide you toward smart investing, all with your best interests in mind. That means I'll never recommend investments or products that aren't right for you, and I'll always be transparent about any fees associated with my services. My goal is to help you make informed financial decisions that set you up for long-term success.
About Me
I started in the financial services industry after graduating from Roanoke College in 2000. A New Jersey native, I settled near Richmond in 2001 with my wife, Kat, and our three children. Outside the office, you’ll find me spending time with my family, enjoying a round of golf, doing yard work, training for another race or watching my kids' sports teams.
I’d love the opportunity to help you take control of your finances - let’s work together to create a plan that aligns with your goals and gives you confidence in your financial future.
Q&A With Matt
(updated Spring 2026)
What skill do you think everyone should have?
I think hand eye coordination is vital. Something silly but being able to throw a piece of food (like a gummy bear or goldfish cracker) in the air and catch it in your mouth. This skill wont ever impress anyone (or shouldn’t) but it’s a valid skill to have.
How are you doing on your New Years resolutions?
I am staying strong on the resolutions. I have been more diligent on my eating routine and getting in extra steps by walking at night 3 days a week. Also, I have been reading more than in 2025.
What’s a misconception about your job?
One of the misconceptions is that I only work with millionaires. The reality is that I enjoy working with people and helping them with their financial questions. More and more of my clients are millionaires but I like helping everyone.
What’s something we’d be surprised to find in your office?
A few surprises. I have my kids art work from when they were younger plastered all over my walls. I am lucky enough to see the reminders of their youth everyday. Also, when I was in college, I was an intern for the Salem Avalanche. At the time they were a Single-A affiliate of the Colorado Rockies. Us interns had to give out schedules to help promote and market the team. From those days, I made a rubber band ball. It serves as a reminder of that very hard and fun previous job.
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Disclosure: Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Osaic Wealth and are not sponsored or endorsed by Osaic Wealth.