Industry Experience Start Date: 2007
KAR Start Date: 2017
Education: B.S., University of Vermont School of Business
Alumnus of Deerfield Academy
Credentials: CRPC® (Chartered Retirement Planning Counselor), Series 6, 7, 63, 65 licenses
Prior to Joining KAR:
Matt was a Managing Director in Institutional Sales for John Hancock Investments in Boston
What Do You Enjoy Most About Your Job?
The most rewarding aspect of my job is developing close and trusting relationships with my clients. Financial peace of mind is something that everyone strives for and I feel very fortunate for the opportunity to help my clients achieve that.
What Do You Enjoy Most About Working at KAR?
What I enjoy most about working at KAR are the people that I get to interact with on a daily basis. Being a smaller firm, there is a great deal of collaboration among peers and I am grateful to be able to work with such smart, thoughtful and driven individuals.
What Are You Involved in Outside of Work?
I live in Laguna Niguel, CA with my wife, Tori, daughter Josie, and our two dogs Vinny and Kona. When I’m not spending time at home with my family, you will likely find me enjoying the outdoors playing golf, running or relaxing at the beach.