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Matt brings over twelve years of strategic business experience to our clients from both the financial services industry and the non-profit sector. During Matt's financial services career, he held positions with SEI Corporation and Merrill Lynch where he gained knowledge in both institutional and retail side of our business. While at SEI, Matt held various positions within SEI's Trust Company and their Community Bank Sales Team. At Merrill Lynch, Matt worked as a consultant to a Financial Advisor with over $150MM in assets that represented over three hundred and fifty clients. He has completed the Series 65 license and is in the process of completing his Series 7. Over the last decade, Matt served as an Area Director for Young Life in and around Mainline Philadelphia and York counties in Pennsylvania. Young Life is a non-profit organization that cares for young people in over six hundred U.S. communities with staff in over forty countries around the world. Matt earned his undergraduate degree in Business Administration from Eastern University in St. Davids, Pennsylvania. He and his wife Kim have been married for nine years and have four boys. | 