Matt is a Wealth Advisor and a CERTIFIED FINANCIAL PLANNERTM professional at Collaborative Wealth. He is responsible for coordinating all aspects of clients’ financial lives and designing plans that help clients experience purposeful, fulfilled lives.
Matt has deep roots in Central Florida. Apart from spending four years earning a Bachelors degree from Trinity University in San Antonio, TX, he has spent almost his entire life in the Orlando area. He strongly believes in actively serving the community that provides such a wonderful place to live and work. He serves as Treasurer for both the University Club of Winter Park and the Orlando Museum of Art Acquisition Trust.
Best Advice I’ve Received
When I was very young, my dad constantly told me to “Figure it out.” That lesson taught me to keep trying different iterations until I found the solution that worked.
Bucket List
• See the Rolling Stones Live
• See the world from outer space
• Complete a tennis Super Slam (attend all four grand slams
in the same year)
Favorite Quotes
“Quality is never an accident; it is always the direct result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives” – William A. Foster
“And what, Socrates, is the food of the soul? Surely, I said, knowledge is the food of the soul.” – Plato
“There are people who have money and people who are rich.” – Coco Chanel