Matt is a Wealth Advisor and a CERTIFIED FINANCIAL PLANNERTM professional at Collaborative Wealth. He is responsible for coordinating all aspects of clients’ financial lives and designing plans that help clients experience purposeful, fulfilled lives. Matt has deep roots in Central Florida. Apart from spending four years earning a Bachelors degree from Trinity University in San Antonio, TX, he has spent almost his entire life in the Orlando area. He strongly believes in actively serving the community that provides such a wonderful place to live and work. He serves as Treasurer for both the University Club of Winter Park and the Orlando Museum of Art Acquisition Trust.