Experience
Matthew is committed to developing personalized financial plans that align with each client’s unique goals and needs. By leveraging his expertise in tax and estate planning, he crafts practical strategies to help clients work toward long-term financial performance.
Prior to Sgroi Lawley, Matthew was an attorney with experience in estate planning, tax advice, and regulatory matters, including the Internal Revenue Code and ERISA. He also worked as a tax associate, providing counsel, and handling complex tax returns.
Accreditation
Matthew is a Registered Representative, holds FINRA Series 7, 66, & SIE licenses with LPL Financial, and is a member of the Massachusetts Bar Association.
Education
University at Buffalo – Bachelors Degree in Business Administration
University at Buffalo – MBA in Finance and International Management
Northeastern University – Juris Doctor Degree
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