With over a decade of advisor experience, Matthew leads a three advisor team at Cornerstone Advisory, and has carried his CERTIFIED FINANCIAL PLANNER certification since '15. He also carries his Series 6, 63, 65 and 7 securities registrations held by LPL Financial and his Life, Accident and Health Insurance license. Matthew and his team have distinguished themselves through active portfolio management with targeted goal set retirement planning. Matthew approaches retirement planning through holistic management of portfolio investment account structures coordinated with risk management, tax location, liquidation and investment strategies.
An alumnus of the University at Buffalo, Matthew holds two degrees with two concentrations. He carries a passion for finance, but his real passion lives with his wife Tonia, and his two adorable boys, Parker and Quinn - and of course their dog Zoey. On a perfect day he is just out in the yard letting time pass with his family.