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With over 25 years of marketing and sales experience, Matt plays an essential role in the firm’s growth and evolution as Head of Business Development. His responsibilities include identifying and connecting the firm with potential new business opportunities, starting a dialogue with prospective clients, communicating to them the firm’s unique capabilities, expertise and solutions — and then cultivating those relationships on an ongoing basis.

In addition, Matt works with the firm’s institutional clients, helping them structure and deliver the optimum retirement plans for their employees.

Prior to his position at TrinityPoint Wealth, Matt spent seven years as a regional Retirement Services Representative with Paychex Inc., where he assisted clients with all aspects of their defined contribution plans — from plan design and costs to investment alternatives and fiduciary responsibility.