Matthew is a Partner at Waypoint with more than 15 years of wealth and asset management experience. He has advised clients on portfolio management, estate plans, and financial planning. Matthew started Waypoint with the belief that being independent transforms the client relationship to a true partnership where everyone’s interests are aligned. Matthew believes his experience at a Wall Street firm, combined with his experience as an independent wealth advisor, provides a unique expertise to his clients. He has been selected as a Forbes Best in State wealth advisor and a Forbes Next-Gen Best in State wealth advisor. He graduated from the University of Georgia with a B.S.S. degree in accoun