Matthew and his wife Kelly have two sons, Micah and Caleb. Their family lives in the Cotswold area of Charlotte.
Matthew entered the financial industry in 1998. Prior to joining Janney in 2006, Matthew's experience was with New York Life, Central Carolina Bank, Wachovia, and Bank of America's Private Bank.
Matthew is a graduate of Elon College. He holds the CFP® designation and FINRA Series 7 and 65 licenses.
In his own words, Matthew says “The process I offer is critical to our success. I value a systematic approach to financial planning and investing based on providing comprehensive advice. I have an enthusiasm for the financial services industry that helps me serve clients in a sincere and collaborative manner.”
Matthew enjoys being involved in the community and currently serves on the Board of the Charlotte Economics Club and is an American Leadership Forum Senior Fellow (Class XVI). He also served as a Board Member of the Matthews HELP Center (2012-2016, Board Chair 2015). He fits in golf, fishing, and trips to the mountains with his family when he can.
Erin got her start in the Financial Services industry right out of college, falling in love after her first Finance class. She has over 19 years of experience, in positions ranging from client service, to management, to back office of operations and compliance, which provides her with a well-rounded array of competencies that serve clients well.
Erin has a degree in Finance from UNC-Charlotte where she graduated Magna Cum Laude with Honors in Business. In her junior year, she was the recipient of the Glenn Whaley Memorial Scholarship for finance, an accolade she is still honored to have received.
She and her husband, Adrian, live in a suburb south of Charlotte with their two dogs, Blu Belle and Josie. They do not have children of their own, but she loves spending time with her two young nephews, and niece. In addition to spending time with family, she also enjoys watching movies, reading (and listening to) fiction, and crafting.