Matt is the founder and President of MK3 Wealth, LLC, a firm he started after 18 years with Wells Fargo Advisors and its predecessor firms. As a CFP® (CERTIFIED FINANCIAL PLANNER™), Matt’s primary objective is to provide independent, unbiased financial/investment advice and wealth management. He often takes the role of personal CFO bringing together tax and legal professionals to address his clients’ complex needs. Matt attended Monmouth University where he received both his BS in Finance and his MBA. He currently serves as a mentor at Monmouth University assisting students with career paths options. He also serves on the Supreme Court of NJ District IIIB Ethics Committee for Burlington County. In his free time, Matt enjoys traveling, skiing and hiking with his family.