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Matt is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has more than 20 years of experience in the qualified retirement plan industry. Throughout his career, Matt has developed an extensive skill set and profound understanding across all facets of qualified plan administration which allows him to develop forward-thinking, custom solutions tailored to our clients’ needs and requirements.
With a robust background encompassing both advisory roles and third-party administrator (TPA) responsibilities, Matt leverages his expertise to guide employers through the intricacies of regulatory compliance. His nuanced comprehension of the evolving legislative landscape empowers him to proactively mitigate potential liabilities, offering invaluable support in safeguarding clients' interests.
Matt's multifaceted background, coupled with his unwavering dedication to excellence, positions him as a trusted advisor capable of delivering tailored solutions to meet the diverse needs of his clients.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. Reference to registration does not imply any particular level of skill. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2025 Baker Tilly Wealth Management, LLC
