Matt attended Drexel University for Mechanical Engineering and entered the financial services industry in February 1977. He is also a graduate of the American College in Bryn Mawr, PA holding three major designations, CLU, ChFC and RICP.
His years experience include working with business owners to provide employee benefit plans, various forms of business continuation plans and employee incentive program. As his clients matured, he now directs most of his efforts to assisting them with asset accumulation and preservation, retirement distribution and estate tax planning strategies.
Matt's mission is to help his clients towards achieving, and continuing the lifestyle they enjoy: with the goal in mind of passing their assets to the next generation in a timely and tax-efficient manner.
He currently resides in Drexel Hill, Delaware County.
Matt is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: AZ, CO, DE, FL, MD, NC, NJ, PA. He is insurance licensed in PA.