Phone: (484) 765-9100 Ext. 306
Matt joined Legacy Planning Partners in 2002 as a Financial Planner. As a child growing up he was fortunate enough to experience the small business atmosphere through his father’s business.
“After seeing firsthand the great effort it takes to run a small business coupled with outside government economic forces beyond one’s control, I learned that since we cannot avoid the unexpected in life, we need to plan for it.”
As a financial planner, it is Matt’s purpose to be an advocate for business owners in helping them build value in their business and personal financial goals through the co-creation of a successful master plan. A successful master plan is an ongoing process which focuses on three key areas:
1) Maximizing business value
2) Creating personal financial certainty
3) Continuing to develop the next chapter of your life
For most business owners, the majority of their net worth lies within the business. Our goal is to de-risk the business while building enterprise value. Successful de-risking enhances business attractiveness and readiness, which leads to maximum business value.
A graduate of Lafayette College, Matt holds a degree in Economics and Business. Matt is a CERTIFIEDFINANCIALPLANNER™ professional.
Matt and his wife Christina were born and raised in Manheim, Pennsylvania. They reside in Reading, Pennsylvania with their four children, Benjamin, Elizabeth, Sarah and Hannah. They are active members in their church, Community Evangelical, enjoy spending time with their family and friends, watching college football and visiting the beach.
Matt is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. Separate from the financial plan and an advisors’ role as financial planner. An advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. DOFU 4/2017 TN 1767001