Matt joined October Mountain Financial Advisors, part of the St. Germain Wealth Management Group, in 2021. With experience in the financial planning industry since 2016, he previously served as a Senior Client Advisor at RINET Company LLC. Matt creates comprehensive financial plans by deeply analyzing clients’ current situations and developing roadmaps toward their future goals. This collaborative process allows him to provide ongoing guidance and recommendations to help clients achieve their long-term objectives. He holds a BS in Finance and an MS in Personal Financial Planning from Bentley University, along with the CERTIFIED FINANCIAL PLANNER™ designation. Matt maintains his expertise through regular continuing education, staying current with industry developments. Outside of work, he enjoys playing golf, competitive pickleball, and traveling to discover new cultures and cuisines.