Matt specializes in helping high-earning professionals and solopreneurs design financial plans that give them choice — the choice to keep working, scale back, or step away entirely on their own terms. Gone are the days of traditional retirement defined by a single date, age, or by Social Security eligibility. Today’s professionals want to enjoy life now while building toward financial independence and a “work-optional” future. Matt and his team serve as each client’s personal CFO and quarterback, turning complex financial lives into coordinated, actionable plans.

As a CFP® professional, Matt takes a comprehensive approach that integrates every aspect of a client’s financial picture — from cash flow and tax planning to investment management, retirement planning, and more. He proactively collaborates with other professionals when specialized expertise is needed, ensuring every decision supports the broader financial plan. His goal is to reduce complexity, create clarity, and keep clients’ money aligned with their evolving goals so they can focus their time and energy on what matters most to them.

Matt graduated magna cum laude from the University of South Carolina, earning dual degrees in Finance and Risk Management & Insurance. Before Stillwater Private Wealth, he gained his experience at both a leading broker-dealer and a boutique family office in the greater Philadelphia area. He holds the FINRA Series 65 license and lives in Charleston, South Carolina, with his wife and pup.