A polymath and constant learner with a heart, Matt has spent his life navigating the intersection of logic and creativity, strategy and human impact, money and meaning. With a background in aeronautical engineering, a career in financial services, and a lifelong dedication to the arts and mentorship, he brings the analytics of an engineer, the wisdom of a seasoned investor, and the soul of an artist to everything he does.

His technical foundation includes a BS in Aeronautical Engineering from Purdue, with a major in aviation economics. His designations include Certified Financial Planner®, Certified Investment Management Analyst®, Chartered Life Underwriter® and Chartered Financial Consultant®. His group actively engages with the Investments and Wealth Institute, Financial Planning Association, Carolina Planned Giving Council & Together SC.

Beyond finance, Matt is a lifelong musician—a classical pianist, guitarist, and singer—he’s played in many churches in both traditional and praise music and understands the power of creativity to transform lives. His passion for mentorship extends beyond the arts: he’s a second-degree black belt and has spent over a decade teaching karate at Metanoia’s Freedom School, empowering kids with discipline and confidence. He has also been a Big Brother, a Junior Achievement volunteer, a literacy advocate, past Chair of Charleston Jazz, and a relentless champion for youth education and empowerment.

At the core of Matt’s work is faith—a driving force behind his desire to serve others and a constant source of hope for humanity. He believes that true success is measured not just in wealth but in impact, and that every opportunity to uplift others is a step toward a more connected and compassionate world.