Matthew has been at Sgroi Lawley since 2020, where he started as an intern on the research team, and has worked his way up to become an advisor and achieve his Certified Financial Planner designation. Matthew is also an Enrolled Agent with the IRS and enjoys helping educate his clients on Tax matters so they can preserve their wealth throughout retirement. He continues to be apart of the research team at Sgroi Lawley, and helps create portfolios tailored to your financial situation. His goal is to help you every step of the way in pursuing financial success.