As a Founding Partner, Matthew helps lead the strategic direction and overall Management of CFS. Recognized for his excellence, Matthew has been honored for numerous industry awards over his 11-year career as an Advisor and is a multi-year recipient of the Five-Star Wealth Manager Award presented by dBusiness and HOUR Magazine. He is often quoted for his professional insight on financial topics and has been published in FORBES.com, U.S. News & World Report and Yahoo Finance.
Along with his management responsibilities at Cornerstone, Matthew advises individuals and businesses on strategies pertaining to Individual Wealth Management, Retirement Planning and Legacy Planning. Additionally, he works cross-functionally with his CFS Partners on Business Consulting, Qualified Plans and Corporate Strategies for small and medium size businesses. Matthew notes, “The strength of our firm is the broad range of services we provide. Having experienced Partners such as CPAs and Estate Planning Attorneys on staff allows us the ability to provide dynamic and flexible solutions to our clients. Furthermore, our approach offers our clients the peace of mind that they are not only supported by an experienced Advisor, but by an entire team of professionals who have their best interests in mind.”
Matthew holds a dual Bachelor of Arts in Supply Chain Management and Finance from Michigan State University and an MBA in International Business from Oakland University. He also holds his Series 7, Series 66 licenses with CoreCap Investments and CoreCap Advisors, and his Life, Accident and Health Insurance Licenses. Additionally, Matthew sits on the firm’s Investment Committee Board.
Matthew and his wife Jane reside in Lake Orion, Michigan with their two sons, Carter and Cole. In his spare time, he enjoys golfing, snow skiing, traveling and coaching youth sports.