Matt joined Axial in August of 2014. He is part of the Wealth Management Team, and works with Axial’s business partners and their clients to help develop sound financial plans.
Matt brought 15 years of financial industry experience to the Axial team and is a graduate of UMass Amherst’s Isenberg School of Management.
Matt is currently in the middle of the CFP® certification program, and has also earned the Accredited Investment Fiduciary (AIF®) designation. Matt holds his series 7, 63, 66 registrations as well as state insurance licenses.
Matt enjoys spending his free time with his wife Kara, and his three children, Will, Maeve, and Michael. A Burlington native, he now lives in Framingham, MA, and he still coaches youth basketball in Burlington.
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