Matthew is a graduate of Conwell Egan Catholic High School (2011) and Rider University (2015) with a Bachelor of Science in Business Administration (Cum Laude) with a double major in Finance and Accounting. He also graduated Rider University’s Masters of Accountancy program (MAcc. 2016) with a concentration in Finance. Matthew was conferred a license in Life & Health Insurance by the PA Dept. of Insurance in 2018. He has passed his FINRA Series 7 and 63 exams.
At ITFP, Matthew provides support to the financial planners with investment management research and analysis, and acts as a liaison with financial institutions to gather information. In addition, Matthew assists with insurance applications, as well as with client follow up and interaction.
Matthew assists the Certified Public Accountants with general accounting and bookkeeping for individuals and small business owners. He is responsible for preparing individual tax returns under the guidance of the CPAs, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Matthew has been with ITFP since December 2016.
Independent Tax and Financial Planners, P.C. is not a registered broker/dealer or a registered investment advisory firm.