Matt is the Founder of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who serves the disabled community, he has found the perfect way to merge financial planning with a passion for serving others. He is a CERTIFIED FINANCIAL PLANNER™ï¿ professional and fiduciary that operates on a fee-only basis. Prior to becoming a financial planner, Matt spent 8 years at JPMorgan Asset Management where he worked on various teams that helped large institutions manage their capital.

He currently lives on Long Island with his wife and two sons. They enjoy pretending to be dinosaurs, shooting hoops, battling Pokemon, or building with LEGOs. When not spending time with family or running Haystack, you may find Matt walking one of the local golf courses, tapping a beat (he's a recovering drummer), searching for the perfect grilled cheese, or contemplating his next home improvement project.

Publications

• More Than Money: Real Life Stories of Financial Planning By Harriman House (Mar 21 2023)