Certified Financial Planner™ (CFP®)
Saint Joseph’s College
Matt joined Avalon in 2000 and became a Certified Financial Planner™ (CFP®) in 2001. Prior to that time, Matt earned a BA from Saint Joseph’s College in 1990 and then worked throughout the financial services industry, specifically in the banking and investment arenas. At Avalon, Matt provides comprehensive financial planning and investment planning advice to corporate senior executives, affluent individuals and families, and closely-held business owners. Matt is also responsible for asset allocation and modeling and ongoing due diligence of the investment managers, mutual funds, and marketable securities recommended by Avalon.
When away from the office, Matt enjoys time with wife Tricia and sons Brody and Kael.