Steve Stewart, CFP®, RICP®

I have had a the pleasure of working with Matt and his team for almost 5 years.  There are many things I appreciate about working with Matt, but these are the things that are most important to me:

  1. His attention to detail is outstanding.
  2. I can always count on him for direct, trustworthy advice.
  3. He is genuine in everything he does. I never doubt that he puts his clients’ interests first.

I am grateful for what Matt does for me and my family – so much so, that I send many of my own clients to him. Working with Matt has been a very good decision for me.


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