A Team Made for the Remarkable

With more than 25 years’ experience in the financial industry, Andrew’s on a mission to help his clients maximize their wealth’s potential. He’s devoted to building a close, personal relationship with each investor, helping realize their goals and objectives with advice tailored specifically for their circumstances. Andrew’s comprehensive skills include investment planning, retirement preparation, wealth preservation, estate planning strategies and education savings. His collaborative approach encourages client involvement at every step as they work together to implement thoughtful strategies to help spark remarkable outcomes.

After reviewing multiple opportunities, Andrew and his team decided to pair their expertise with the incredible resources of Wells Fargo Advisors, including access to the Private Bank, the Commercial Bank and the Investment Bank, as well as Wealth Management. This move has led to an elevated experience for their high net-worth clients.

Away from the Office

For more than 20 years, Todd has developed a reputation for delivering extensive investing strategies that are energized by his relationships with clients. His hallmark, detailed approach fosters the trust needed for providing insightful investment advice. Todd takes pride in understanding the distinct goals of individual investors and explaining the rationale for each investing plan he personalizes.

A Rutgers University alumnus, Todd now serves as Managing Director – Investments for the Margate Wealth Management Group of Wells Fargo Advisors — a practice with a heritage of helping guide clients towards sustained financial success. He continually enhances his skills by obtaining industry certificates and designations, always ready to better serve his clients, his team and anyone seeking direction for their wealth.

Away from the Office

Matt possesses a rare combination of extensive analytical abilities, a genuine sense of warmth and constant desire to learn, making him a trustworthy advisor and invaluable team member.

With nearly two decades of experience, Matt’s perspective has been shaped by his professional evolution.

After earning his bachelor's degree in finance from Fairfield University and MBA from NYU Stern School of Business, he crafted a path capitalizing on his diverse strengths, beginning in sales where he honed his relationship-building skills that remain front and center today. He then transitioned to a research analyst role, where he immersed himself in numbers and data.

It was at this point in his career that he decided to fuse his favorite elements from both paths. And today, he could not be more fulfilled.

Matt finds immense joy in helping forge financial brighter futures through highly-specific and holistic strategies that include wealth building and legacy creation — all so his clients and their heirs can live the lives they’ve envisioned.

Away from the Office

Matt embraces an active lifestyle that includes competing in triathlons, snowboarding, and playing basketball. A devoted family man, he cherishes spending time with his wife and coaching the flag football, basketball, soccer and lacrosse teams of their three children.

CA Insurance License Number: 4037733. Resident State NJ