530 Main Street,
Meet the Team
At Family Financial Goals, we believe in treating clients like family—and that all starts by treating each other like family. We support each other in our work, celebrate each other’s milestones in life, and spend time with each other’s families.
Our team possesses the knowledge and experience to provide our clients with the comprehensive services they need to plan for the future, and we put each person’s skills to work for every client we serve. Mike is our nuts-and-bolts guy, and he’ll help you build your financial strategy, choose your investments, and get on track to your financial goals. Matt handles the tax planning strategies that help to strengthen your financial plan, as well as providing guidance on insurance protection to ensure you’re prepared for any bumps in the road along the way.
Depending on your exact needs and the services you choose, you’ll likely spend time working with both of our founders to ensure you get the right guidance and support to meet your goals. But no matter who you’re working with, each of our advisors will get to know you on a personal level and make you feel right at home every time you call or visit.
Learn more about our team below!
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.