Matthew is a lion-hearted financial advisor at Strategic Wealth Alliance Group. Holding life insurance and annuity licenses, along with his Series 65 registration, he works to break clients free from the complexities of today’s financial landscape. Equipped with an MBA which he earned in his late teens, Matthew’s innovative philosophy of thinking beyond standardized approaches has defined his career, empowering him to guide clients through their financial goals. With raw honesty and fearless clarity, he doesn’t just plan— he uncovers purpose, aligning wealth with clients’ deepest aspirations to live their life to the fullest.
Rejecting cookie-cutter methods, Matthew’s outside-the-box mindset shatters the constraints of formulaic financial planning, transforming client experiences with tailored strategies that prioritize human value. His visionary approach also propels SWA forward through pioneering information technology advancements, ensuring our systems empower people as much as our plans do. Based in Pennsylvania, Matthew pours his passion into igniting a movement that redefines wealth, driving SWA to new heights while helping clients live boldly. At SWA, he’s not just advising— he’s revolutionizing futures.