Matt joined Tiller Private Wealth in 2020, coming to us from Charles Schwab & Co.
Based in Pennsylvania, Matt works with a select number of the firm’s high net worth clients to ensure that their overall financial and lifestyle needs are optimized. This includes developing fluid client financial roadmaps, structuring their investment portfolios with tax optimization as a priority, and working with their business goals, estate plans, and retirement plans as needed. He is also involved with business development within the firm, working closely with the firm’s partners to strengthen and grow the business.
Matt is a member of our Investment Committee.
Matt is a CERTIFIED FINANCIAL PLANNER™ and holds the Master Planner Advanced Studies (MPAS®) designation, which is only granted to Wealth Managers who hold a Master’s Degree in Personal Financial Planning. Additionally, he holds the Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) designations from the College for Financial Planning.
Matt holds a BS (Biology) Degree from the University of Florida and an MS Degree in Personal Financial Planning from the College for Financial Planning.
Matt enjoys traveling frequently and spending time with his wife Joyce and two Golden Retrievers. Matt is also an avid boater and frequents Lake George, NY and Lake Wallenpaupack where he docks his boat for the summer season. Some of Matt’s favorite places include the Exuma Cays in the Bahamas and Santorini in the Greek Islands. In the Fall, Matt is likely visiting family in Florida and attending Gator football games.