Matt has worked with individuals and families to help them achieve their goals for over twenty years. He brings his background of teaching, coaching and pastoring to the financial and insurance marketplace. He has the heart of a teacher and uses a client focused approach to help people understand their options so they can make informed decisions to reach their goals.
Matt started in the insurance and financial industry with Mutual of Omaha in 2013 before becoming an independent agent and financial advisor. He started working with New Heritage Insurance in 2014, and Hershey Financial Advisers in 2015. He became a CERTIFIED FINANCIAL PLANNER™ and was made the Managing Partner of Heritage Insurance Agency in 2019.
Matt lives with his wife of 22 years and their four children in Lancaster, PA.
Matt is licensed in the States of Pennsylvania, Maryland and Tennessee to offer Life, Health, Disability, Medicare, Auto, Home, Business and Long-Term Care insurance. He is also licensed as an Investment Advisor Representative.