After graduating from Kent State University in Ohio with a Bachelors degree in Business Administration with a concentration in Finance, Matthew relocated to Southwest Florida where he started his career as a Financial Advisor.
With over 12 years of financial experience, Matthew is a third generation advisor servicing our clients in the Fort Myers, Florida area. Matthew holds his FINRA Series 7, 6, 65, and 63, along with his Florida Life and Health License. He also holds licenses in a number of other states throughout the country.
Since Southwest Florida is a popular destination for retirees, Matthew has had several communities throughout the area request him to provide a series of educational Retirement Ready Workshops.
[ Matthew has built a team of professionals to assist in finding solutions to solve even the most complex financial situations. ]
Matthew sits on the board as President for the local chapter of NAIFA, volunteers on the Revenue Committee for the SWFL March of Dimes, and is an active member of the Greater Fort Myers Chamber of Commerce.
In 2015, Matthew earned the honor of being named one of the Top 50 Retirement Plan Advisors Under 40 in the country. Nominated by a Firm Partner, Matthew’s peers voted him to represent Florida as one of the future leaders in the industry.
Outside of CWA, Matthew enjoys spending time with his wife and two daughters. He coaches his daughter’s soccer team and is a loyal fan of the Cleveland Browns; his hometown team. He also spends time golfing and is a member of a local boating club.