Welcome!

My name is Matthew, your advisor at Cadence Planning.

I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me.

That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well.

The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising.

In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks.

It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.

I enjoy working with clients planning retirement and assisting those with employer-provided stock options, including ISOs, RSUs, and employee stock purchase plans. My goal has always been to provide comprehensive financial advice and a transparent fee structure without the pressure to sell clients any products. However, I am most passionate about providing tax planning and tax preparation as part of his comprehensive financial planning services. This distinguishes my work from that of other firms.

My high ethical standards and extensive experience building relationships of integrity and trust are the cornerstones of his approach at Cadence Financial Planning.  Before my career as a financial planner, I honed my skills with a major retail broker-dealer, working with high-net-worth clients and educating them on options trading, portfolio hedging, and risk management strategies. Additionally, my perspective as a former partner in an options trading firm and member of the Chicago Board of Trade empowers me to bring a distinctive insight to the financial markets, including a deep understanding of the fundamental and technical aspects.

My professional qualifications testify to my expertise and commitment to continuous learning. I hold a B.S. in Finance from DePaul University and am a CERTIFIED FINANCIAL PLANNER™ and a Chartered Market Technician®. My extensive knowledge network is further enhanced by his active membership in the Alliance of Comprehensive Planners, the Financial Planning Association of Illinois, The National Association of Personal Financial Advisors, and the XYPN Planning Network. These affiliations demonstrate my dedication to staying current in the field and providing the best possible service to my clients. My wife and I live in Geneva, Illinois, with our three boys and labradoodle, Marley. When we are not watching our sons participate in sports, we try to spend as much time as possible enjoying the outdoors.