Matt works in all phases of the business from strategic planning to operations management and business development. He offers a wealth of knowledge to clients in areas of investment strategy, pensions, saving for college, insurance, and financial planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and has the Series 65 Investment Adviser Representative exams. Prior to joining Signet, Matt worked for the Burney Company and Charles Schwab. He has B.A in History from Indiana University. He is native Floridian, where he and his wife enjoy raising their 3 daughters, and spending time on the water.