Matthew joined The Meredith Group in 1999. His responsibilities have included overseeing investment management, managing team workflow, and working closely with clients. He now serves as Branch Manager of the Greensburg office, while still providing clients and their families comprehensive financial advice.
He holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards and is a Registered Representative. Matthew is also Life, Accident and Health licensed.
Prior to joining Baird, he worked as an actuary assistant for a large insurance company. From there, Matthew joined an established money manager in Rockville, Maryland, as an Investment Manager Assistant, where he received his Registered Paraplanner designation from the College of Financial Planning.
Graduating Magna cum Laude from the University of Pittsburgh with a major in Mathematics, Matthew was born and raised in Greensburg, Pennsylvania, where he lives with his wife, Megan, and their children.
He is involved in his local community, is an active participant in his church, and enjoys staying physically active by competing in marathons, including the Boston and New York Marathons.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.