Experience and Education
As a senior wealth consultant, Matt focuses on new business development. He works with individuals and families to understand their specific needs and introduce them to a wealth planning team that can help them achieve their long-term financial objectives.
Prior to joining Mariner Wealth Advisors, he was the head of advisory solutions at AdvicePeriod, where he was responsible for architecting, growing, and managing AdvicePeriod’s participation in custodian referral programs. He also worked closely with wealth advisors nationwide to help clients solve their tax and estate planning, retirement planning and investment management needs.
Before that, he worked as a senior wealth advisor at Kayne Anderson Rudnick Wealth Advisors and as a managing director at John Hancock Investments.
He has a bachelor’s degree in business administration from the University of Vermont.
Matt was on the University of Vermont D1 Men’s Hockey Team and has also finished the Boston Marathon twice. In his free time, he enjoys spending time exploring the outdoors with his family and golfing.