Matthew is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals.
Prior to joining M&T Bank in 2009, which acquired Wilmington Trust in 2011, Matthew was a
paraplanner for a financial planning firm in Williamsville, New York.
He holds a bachelor’s degree in finance from Canisius College and earned the CERTIFIED
FINANCIAL PLANNER™ designation in 2011, and the CHARTERED FINANCIAL CONSULTANT® designation in 2015 from The American College. Matthew has also received the ACCREDITED ESTATE PLANNER® designation from the National Association of Estate Planners and Councils in 2019.
Matthew is an active member of the Financial Planning Association of Western New York and Estate Analysts of Western New York.
As the calendar year comes to an end, it’s important to review your financial situation to be certain you’ve taken advantage of any year-end planning opportunities. While planning is certainly not just a once-a-year endeavor, there are certain strategies that you may wish to consider to help optimize your tax and financial planning before ringing in the New Year.With so many demands on our time at year end, we offer the following tax and financial planning tips.
