Matt’s personal mission is to assist our family of clients in navigating financial complexities, helping them grow and sustain their wealth, and empowering them to support their families, friends, and communities.

Matt achieved his CERTIFIED FINANCIAL PLANNER™ certification in his early 20s and obtained his securities license before graduating from Eastern Michigan University. He has been with Richmond Brothers since 1998, progressing from a high school intern to CEO and Co-Owner.

He collaborates with the advisory team on portfolio allocation, research, and comprehensive financial planning. Matt advises clients on beneficiary and estate planning, and long-term tax efficiency, mindful of the rising costs of long-term care. As a member of Ed Slott’s Master Elite IRA Advisor Group™ for over 15 years, he embodies Richmond Brothers’ commitment to growth and continuous learning.

An advocate for an active lifestyle, Matt enjoys running, hiking, walking through Cascades Park and Ella Sharp Park, weightlifting, yoga, cycling, and roller blading. He has served on the Jackson YMCA board for a decade, including five years as president, and currently serves on its Executive, Finance, and Capital Project Committees. Matt supports the Jackson YMCA’s Strong Kids, Strong Communities campaign, has served on the American Cancer Society’s Tony Open Golf committee, and actively participates in the ACS Relay for Life. He also sponsors The Lingap Children’s Foundation.

Matt hosts Richmond Brothers’ monthly video segment, “Matt’s Minutes,” and was recognized in Jackson Magazine’s “30 And Under” Class of 2009. His insights have appeared in USA Today, The Wall Street Journal, MarketWatch, and The Fiscal Times. He published his first book, FearLESS Retirement, in the fall of 2023.