Matt started working with the Main Line Team in 2024 and was quickly promoted into a Financial Planning Assistant role. Matt’s ability to learn financial planning concepts quickly and master our planning software allowed him to become a subject matter expert. Matt graduated from the Amplified Planning Externship in 2024 and earned certifications with eMoney and Morningstar technology platforms. Matt’s passion for helping clients is evident in his work and his desire to earn his CFP® designation in the future. Outside the office, Matt is an avid hockey fan and loves spending time with friends and family.