Since joining Hefren-Tillotson in 1999, Matthew has worked exclusively within The Meredith Group. His responsibilities have included introducing Hefren-Tillotson’s investment advisory services, managing the workflow within The Meredith Group’s team of advisors and working closely with clients.
“I enjoy providing sound financial advice to our clients regarding their retirement planning, estate planning, wealth management and insurance protection strategies,” Matthew says.
He holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards and is a Registered Representative. Matthew is also Life, Accident and Health licensed.
Prior to joining Hefren-Tillotson, he worked as an actuary assistant for a large insurance company. From there, Matthew joined an established money manager in Rockville, Maryland, as an Investment Manager Assistant, where he received his Registered Paraplanner designation from the College of Financial Planning.
Graduating Magna cum Laude from the University of Pittsburgh with a major in Mathematics, Matthew was born and raised in Greensburg, Pennsylvania, where he lives with his wife, Megan, and their children.
He is involved in his local community, is an active participant in his church, and enjoys staying physically active by competing in marathons, including the Boston and New York Marathons.
Matthew is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Send Message