Do I have enough for retirement?” is a question Matt
hears often. Helping clients find clarity and
confidence in answering that question — and others
like it — is at the heart of his work. Growing up, Matt
saw firsthand the impact that thoughtful financial
planning can have on a family, watching his father
work as the family’s financial advisor. Those
experiences sparked his passion for guiding others
and ultimately led him to a career in finance, helping
clients make informed decisions for their futures.

The son of Syrian immigrants, Matt is a
first‑generation Syrian‑American who is deeply
connected to his family and passionate about
education. Immigrating to the United States in the
1970s, neither of his parents had the opportunity to
pursue higher education. For Matt, college was
about more than earning a degree — it was an
opportunity his parents never had due to the
sacrifices they made for their family. He earned his
Bachelor of Business Administration in Finance from
Kutztown University and believes true wellbeing
comes from balancing financial security, physical
health, and mental health.

As a Financial Planner, Matt serves as a resource
and advisor, offering strategies and information to
help clients evaluate options and make decisions
aligned with their goals. His detail‑oriented
approach reflects his commitment to clarity and
care, while his active lifestyle helps him stay focused
and engaged in his work.