Matt joined the Generations Retirement team in April 2025 and is an integral part of our growing company. He brings a strong background in comprehensive financial planning, including investment management and insurance solutions.
Matt is passionate about helping people and is dedicated to knowing all his clients on a personal level, always putting their continued success first. He has helped countless families, business owners and professionals in New England with comprehensive financial planning, specializing in asset management, estate planning and insurance-based solutions.
Before joining Generations, Matt was a vice president and financial advisor at Citizens Securities in the Citizens Private Client division. Prior to that, he was a member of the Cross Coastal Advisors team, where he worked as a financial advisor and practice manager for one of the firm’s senior partners. He began his career as an independent financial advisor, managing his own book of business for more than four years.
Matt graduated with honors from the University of Connecticut School of Business, where he studied finance and economics.
Matt is very active in the community through volunteer work. He helps train and raise service dogs for individuals in need, organizes fundraisers and local events for NEADS®, and donates to many local organizations. Matt lives in the Lower Mills area and enjoys hiking, golfing, and playing in local soccer and softball leagues.