Matthew is currently a Wealth Manager at Opus Financial Solutions. He began his career in accounting and finance more than 25 years ago when he graduated magna cum laude with a bachelor’s of science degree in accountancy from the University of Illinois (Champaign/Urbana). Over the years Matthew has held various roles as an accountant, auditor, investment banker, business valuation expert, and litigation consultant. He also previously provided financial planning advice, investment management, and other concierge financial services through his own independent wealth management firm.

Matthew believes strongly in the application of proven academic principles to financial planning and investment management. His quest for knowledge has driven Matthew to many accomplishments. Notably, Matthew has been awarded several prominent financial designations, including Certified Financial Planner (CFP®) certificant, Chartered Financial Analyst (CFA®) charter holder, and Certified Public Accountant (CPA). Matthew also earned his Masters of Business Administration (MBA) from the University of Chicago Booth School of Business with concentrations in finance and economics.

In working with clients, Matthew draws upon his diverse background and extensive financial education and training. He provides clients with unique and highly informed perspectives on realizing both their life and financial aspirations, goals, and dreams. From short-term budgeting to retirement and estate planning, Matthew utilizes his people-focused style to assist clients in developing an appropriate balance between the trees and the forest. Where others may see conflicts in allocating limited financial resources, Matthew seeks creative resolutions through holistic wealth management solutions.

Outside of work, Matthew enjoys spending time with his two young-adult sons, competing at fantasy baseball, and reveling in most Chicago sports teams. Matthew is a long-time resident of the southwest suburbs of Chicago.

Matthew can be reached at matthew@opusfinsolutions.com