Matthew has been in the financial services industry since 2004 and joined Merrill in 2010. His focus is on developing strategies and techniques for high net worth individuals, their families, and their businesses to help them meet their financial needs. Matthew and his team follow a goals based approach to wealth management to help ensure that our clients wealth is appropriately allocated to accomplish what is most important to them. Outside of the office, Matthew is active in his fraternity Psi Upsilon and serves on both the foundation board and investment committee. He is an avid Michigan State University fan and attends many games and functions to keep in touch with the MSU community.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.