For over twenty years Matt has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. His practice provides a comprehensive array of investment services in the accumulation, preservation and transfer of wealth. Matt combines discipline and compassion to help clients reach their goals through a dynamic process and individually designed plans.

Matt began his career in 1999 as a Financial Advisor with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. In 2007, he earned the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. In 2013, Matt achieved the Chartered Advisor in Philanthropy designation through the American College. This program provides him with the knowledge and skills necessary to help his clients realize their philanthropic aspirations.

After earning his Bachelor’s degree in Political Science from the United States Naval Academy, Matt served as a Naval officer aboard the USS Nicholson. While stationed at the Naval Surface Warfare Center in Dahlgren, Virginia, he obtained a Master’s in Business Administration from Strayer University.

Out of the office, you can find Matt on a local bike trail or on the river with a fly rod.

Renee joined our team as a Client Associate to oversee and accomplish all operation and administration needs. She brings with her 15 years of financial service experience that includes S&T Bank and Farmers National Bank before joining Wells Fargo in April of 2016. Renee’s focus and forte are to provide clients with legendary service. 

Renee is a native of Brookville and a graduate of Brookville Area High School. Her career in the financial services industry began immediately out of high school. Since then, Renee has become certified in Consumer Lending, Retail Customer Service, and Financial Sales and Service.

Away from the office, Renee finds pleasure and fulfillment in raising her young family. She has a high school aged daughter Emma, a toddler Cael, and a baby girl Esmia.

Jimi joined Wells Fargo Advisors in 2011 after a decade with Arthurs Lestrange and RBC Capital Markets.  He attained his bachelor’s degree from Duquesne University.

During his tenure at Arthurs Lestrange and RBC, Jimi learned and developed his fundamental investment knowledge. He has extensive experience working in an operations capacity.  Jimi takes a client-centric approach & his background is invaluable in providing simplicity in guiding clients through a complicated process or system.

Education is important to Jimi. His credentials include the Series 7, 63 and 66 registrations. He also holds life accident and health, and variable contracts insurance licenses in multiple states.
 
Jimi is actively involved with the JNF and Chabad Lubavitch.  A passionate interest in his ancestry guides his commitment to Clans Donald, Napier and Donnachaidh, both in the United States and Scotland.  Jimi was born and raised in the Delaware Valley. Jimi has lived in Port Vue, PA since 1996.


California Insurance License Number 0K14810 - resident state, PA