Matt’s interest in investing started at a young age when his grandfather introduced him to buying stocks. After his grandfather passed away, Matt saw firsthand the poor advice that his grandmother received. Her net worth dwindled as advisors made risky recommendations in stocks, which translated into huge losses. As she grew older, the need for long-term care was evident, but she had little to no assets to her name. That was not the future his grandfather hoped for his wife, and with that Matt recognized the need for proper financial planning.
Trust and understanding is the root of all long-term relationships. From day one Matt is committed to ensuring clients understand and are comfortable with the financial strategy developed for them. He guides his clients by developing income plans, aligning their risk with their goals and updating their financial plan as they go through life’s many changes.
While at Michigan State University Matt interned at the CG Financial headquarters. Upon graduation, he joined the team full time and worked there for five years before moving to North Carolina. Matt now runs CG Financial of North Carolina, which is located in the South End neighborhood of Charlotte.
Matt, his wife Megan, and daughter Lainey, live in Matthews, NC. When not in the office they can be found on a Carolina beach or back in Michigan to see family and friends. Growing up near the “Motor City”, he has a deep-rooted love of classic American muscle cars.
* Registered Representative of Geneos Wealth Management, Inc. member FINRA & SIPC.