Matt has served well over a decade in the financial services industry specializing in wealth management, retirement planning and estate planning for federal employees and medical professionals. Matt is an investment Advisor Representative and holds the Series 7 and Series 66 registrations, and is a CFP® Certified Financial Planner.
As your trusted financial advisor, Matt takes the time to understand the dreams, challenges, and feelings about your wealth, investments, and risk. His years of experience, along with those of Morgan Financial Group, provide for a comprehensive approach utilizing sophisticated technology that enable us to create and help put into action the best financial life and investment plan for you.
Matt is from Martinsburg and has a Bachelor of Arts in History from Shepherd University. He currently serves on University Healthcare’s Planned Giving Committee, Tri-State Estate Planning Council, and Shepherd University Alumni Association Board of Directors. Matt lives in Martinsburg with his wife, Colleen, and their three kids. He enjoys running, outdoor activities and traveling.