Matt is a Financial Planner and Director of Tax Planning at Oak Leaf Wealth Management. He works with individuals and families to implement specialized financial strategies with the goal of inching closer to their desired ‘next phase’; whether that is ‘retirement’, sale of a business, purchase of a second home, etc. Although, over the past few years Matt has found that the true definition of ‘retirement’ is constantly changing for his clients – with more and more folks opting to ‘retire’ from their current role, only to continuing work in a field they thoroughly enjoy.
Furthermore, Matt works to understand the underlying purpose behind his client’s financial goals, then aims to communicate quality, concise, and accurate advice that provides them with the logistical facts needed to make informed financial decisions.
As a Certified Financial Planner ®, Matt is held to the standard of fiduciary duty in the CFP boards code of ethics and standards essentially this requires Matt to always put his clients interests ahead of his own when managing assets and provide objective advice in every circumstance. He is also an Enrolled Rolled, which admits him to represent client before the IRS – more specifically he works to assist clients with understanding and implementing tax planning strategies.
On a personal note, Matt completed his undergraduate coursework at Georgetown University and was also a four year member of the cross country and track and field teams. He was a two time national team qualifier in cross country. Matt resides in Warwick RI with his wife Emma and daughters Ella and Dottie.