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Matt began his career in financial services in 2001 after graduating from Goshen College with a degree in Business Administration. He went on to join a local MassMutual office in 2004 and soon took on the roles of Director of Financial Planning and Compliance Officer. Matt later began his own wealth management practice in 2012 and joined Bernardo Wealth Planning in 2017.

Matt resides in Telford with his wife, Emily, and their three children, Olivia, Ellie and Sophie. He enjoys the outdoors, golf, the beach, listening to music and playing music, especially with his family. Matt and his family attend Blooming Glen Mennonite Church and he is active in church leadership and its rich music program.

Your Path to Financial Wellness Starts With a Conversation

Taking the first step toward a fully integrated financial life is simple. We begin with an open conversation about your complete financial picture — no preparation needed. Your Wealth Coach will guide you through our discovery process, designed to understand every aspect of your financial ecosystem and create a roadmap for your future.

Whether you’re planning for retirement, building wealth, or securing your legacy, your Wealth Coach is here to coordinate it all.

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