About Us
A native of Southeastern Connecticut, Matthew earned a bachelor’s degree from Boston
University. He began his investment career with Stifel’s Phoenix, Arizona, office, where he
served as a member of a three-person team. He has earned the Accredited Investment
Fiduciary® designation, the CERTIFIED FINANCIAL PLANNER® certification, and holds
Series 7 and Series 66 securities licenses, as well as life, health, and variable insurance
licenses (including annuities).
Matthew serves as an officer on the board of directors of the Child & Family Agency of
Southeastern Connecticut. He is also a board member of the Mystic Naik Branch YMCA.
