Team Member

Matt is a Private Wealth Advisor who works primarily with business owners and high net worth individuals to help them implement financial planning strategies for both their professional and personal needs. He plays an integral role in the macro-level strategy for his family’s medical practice including experience with tax efficiency, retirement plans, and operational procedures, which has given him a deep understanding of the rewards and the day-to-day struggles associated with owning and operating a business.

Outside of work, Matt enjoys traveling, weightlifting, and rooting for his beloved Arsenal FC.

Professional Experience:

• Private Wealth Advisor, Wick Capital Partners
• Financial Advisor, Karr Barth Associates

Undergraduate Degrees:

• University of Miami. Bachelor of Science, Sports Administration