Matthew is a lead planner and sales coach for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 9 years of experience. Prior to joining Facet Matthew worked at Vanguard in their high net worth Personal Advisor Services division managing client portfolios and helping clients reach their financial goals. While at Vanguard he also worked in their participant services division dealing with employer-sponsored retirement plans and benefits.
Outside of work Matthew enjoys traveling with his wife, and playing and coaching lacrosse.
Education: Arizona State University (BS)
"The difficulty lies not so much in developing new ideas as in escaping from old ones." - John Maynard Keynes
Get to know Matthew
At a friend’s wedding in Madison, Wisconsin
A crab pretzel in Baltimore
Enjoying oysters and mussels in Croatia on our honeymoon
With my siblings at the rehearsal dinner before my wedding
What's the best meal you've ever had?
Anything from Legal Seafood
What are you passionate about?
Helping people reach their goals
What are you currently watching on Netflix?
What is your favorite family tradition?
Spending Thanksgiving in Maine