With over a decade of experience in the financial services industry, Matthew co-founded WiseHaven alongside his father, T Kevin, who brings 38 years of expertise to the practice. The firm's mission is to provide thoughtful, personalized financial guidance that helps individuals and families build lasting financial confidence.
Matthew began his career at JPMorgan in New York’s Financial District, working with a seasoned team of advisors focused on retirement planning and investment management. After five years on Wall Street, Matthew joined his father’s practice at Equitable, where he combined the institutional knowledge gained at JPMorgan with hands-on experience serving families and business owners. During this time, he also expanded his knowledge in insurance strategies to complement their investment and retirement planning services.
Launching Wisehaven is the next chapter in their journey - a fully independent advisory firm built on integrity, long-term relationships, and clear financial planning. Matthew's proud to work side by side with his father, continuing a legacy of trusted advice while bringing a modern, strategic perspective to their clients.