Matt recently joined our team as Director of Financial Planning. His career in the financial services industry began in 2012 when upon graduation from Gettysburg College with honors, he spent 8 years with Vanguard honing client relations experience, as well as operations knowledge. Matt earned his Certified Financial Planner designation in 2016. In addition, he holds both Series 7 and 63 securities licenses. Within Brumbaugh Wealth, Matt is responsible for portfolio management and designing and implementing financial plans for new and existing clients. When interacting with him, you will instantly notice his enthusiasm and positive attitude.
Matt currently lives with his wife, Stephanie, and dog, Boogie, in Downingtown, Pennsylvania. He fervently follows the University of Kentucky basketball team and all the Philadelphia sports teams and likes to read and listen to music in his free time.