Matthew began his financial planning career in 2009 with New England Financial and Julian Strategic Alliance Group. In 2021, he co-founded Meridian Wealth + Retirement to provide clients with more comprehensive family and business solutions.
With a strong background in asset and income protection, wealth management, and holistic financial strategies, Matthew specializes in tax-efficient retirement distribution approaches. His expertise has been recognized through multiple honors, including serving on the MassMutual Advisory Council* in both 2018 (Advisor Teaming) and 2022 (Wealth Management). He has also qualified for the MassMutual Leaders Conference** in 2017–2022 and again in 2024.
Matthew graduated from Aurora University’s Dunham School of Business in 2009 with a degree in Business Management and Biology, and he is also a proud Eagle Scout.
Outside of his professional work, Matthew has served as President and Treasurer for several organizations, including the Fox Valley Mountain Bike Association, Northeast Wisconsin Trails, Fox Cities Cycling Association, and the St. Nicholas Catholic Church Council. An avid mountain biker and golfer, he enjoys traveling with his family, boating, camping, and staying active. Matthew and his wife, Tiffany, live in Freedom with their two sons, Harvey and Arthur.
* The MassMutual Advisory Council is an internal group that provides feedback and guidance to help shape company initiatives. Participation is by invitation only and should not be considered a guarantee of future performance or an endorsement of the advisor by MassMutual.
** Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
