Matt partners with successful professionals, business owners, and families to bring clarity, structure, and purpose to their financial lives. He helps clients identify blind spots, simplify complexity, and align their wealth with the life they aspire to lead. His practice focuses on advising executives, attorneys, engineers, and entrepreneurs navigating career transitions, liquidity events, and other defining financial moments.

With more than twenty-five years of experience, Matt brings a seasoned perspective. Before joining Deerfield in 2015, he gained valuable insight into the dynamics of closely held businesses through his family enterprise—experience that continues to inform his work with entrepreneurial clients. A CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA), he collaborates with clients and their professional advisors to design integrated, tax-aware strategies that support long-term priorities and legacy.

Committed to continuous learning, service, and stewardship, Matt actively participates in professional and community organizations that reflect his belief that sound financial guidance extends beyond wealth to strengthen families and communities.

Grounded in strong family values and a love of the outdoors, Matt finds balance and renewal in time with loved ones and pursuits that cultivate patience, perspective, and purpose—qualities he brings to every client relationship.