A plan for today, tomorrow and generations to come

• DC
• DE
• FL
• MD
• NC
• NJ
• NY
• TX
• VA

Matt works with a select group of individuals and families to help them pursue what matters most - for today, tomorrow and generations to come. Matt provides bespoke financial planning and investment management with a focus on Women, Next Gen and multi-generational families.

In addition, as the Manager of the Richmond office, Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.

Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their daughter reside in the Ginter Park neighborhood of Richmond. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.

Matt started his UBS career working in the firm’s wealth management headquarters in Weehawken, NJ. He then joined the Mid-Atlantic Market leadership team partnering closely with advisors to help them grow their businesses.  Later, Matt moved to Singapore where he worked with advisors and high-net-worth clients in Southeast Asia. Prior to his current role as Branch Manager, he worked in the US Capital Markets Trading & Sales organization.

Matt has FINRA licenses 7, 66, 9, 10 and 3

951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219

• NC
• SC
• VA

Kathy has been assisting clients in the financial services industry for 37 years.  She started her career at Legg Mason in Lynchburg, VA as a receptionist before moving to Wheat First Securities as an Operations Manager.  She transitioned to J.C. Bradford in 1996, which eventually became UBS, and has since been working as a Senior Registered Client Service Associate for the past 26 years. 

Kathy has a daughter, a grandson and two dogs.  She loves spending time chasing around her grandson and playing the role of Mimi.  She also enjoys a good wine and loves to spend time with family at the beach. 

951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219