Matt is a highly regarded Senior Financial Advisor who joined Trinity Wealth Management Group in 2020, bringing extensive expertise and a proven track record in the financial services industry.
Originally hailing from Buffalo, NY, Matt relocated to Pasco County in 1992 and has called Palm Harbor his home since 2002. With over two decades of experience, Matt has built his career in the Financial Services Industry, specializing in Retirement Planning for individuals and families. He is well-versed in a wide range of financial products designed to help clients achieve their unique financial goals, including Life insurance, Disability insurance, Long-term care insurance, and diverse investment vehicles.
As a valued member of the investment committee at Trinity Wealth Management, Matt actively contributes to the strategic decision-making process, leveraging his deep understanding of risk management and insurance solutions. His keen insights and analytical acumen play a vital role in shaping the firm's investment strategies and ensuring the utmost protection for clients' financial well-being.
Committed to making a positive impact beyond his professional endeavors, Matt has been actively engaged in his community. He previously served on the Board of Directors for the Pasco County United Way, as well as The Deaf and Hard of Hearing Association. Additionally, he contributed his financial expertise as a member of the Finance Committee for the Pasco County United Way.
Matt's extensive industry knowledge, coupled with his dedication to client success and community involvement, make him an invaluable asset to Trinity Wealth Management Group.