Matt joined Adviser Investments in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked closely with individual clients to implement personal and comprehensive financial planning solutions. He is a CERTIFIED FINANCIAL PLANNER™ professional and received his Accredited Wealth Management Advisor (AWMA®) designation in 2015. Matt graduated from Bryant College in Smithfield, RI, with a B.S. in business administration and a concentration in finance. He lives with his wife and daughter in Acton, MA along with their lovable Redbone Coonhound, Grant.