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We have fun changing lives of clients by inspiring, guiding and giving them freedom to pursue what is truly meaningful.

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Matt's Money Minute

Matt's Money Minute

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Unique Approach

Unique Approach

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Why The Bus?

Why The Bus?

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Working with clients long distance

Working with clients long distance

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About Me

About Me

The reason I find my job so fulfilling and love coming to work every day is the impact I have on my clients' families.  I provide financial planning and guidance to clients at various stages in life from just getting started in life, to retirement to planning for transitioning wealth from one generation to the next.  It is an honor to be the trusted advisor for the families I serve.  While these are all very serious topics, I make it a point to avoid taking myself too seriously.

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"Nobody cares how much you know, until they know how much you care."  Theodore Roosevelt