Specializing in tax free assets and retirement income planning, Matt has reviewed over 5,000 retirement income plans over the last decade. He is routinely sought out by high net worth individuals looking for tax efficient assets and estate optimization. From professional athletes to real estate moguls Matt has worked with and seen and solved almost every complex financial planning issue that plagues people today.

Unfortunately, many of the retirement income and estate plans that Matt gets to review are woefully inadequate or unoptimized. After seeing this trend he now dedicates a large chunk of his time to educating high income earners on complex financial planning topics through his YouTube channel.

Matt is married to his wonderful wife Kate and together they have 3 boys Vincent, Warren, and Marshall. They enjoy going to CrossFit together, cheering for the Braves, and going on hikes together as a family.