Matt Munro

Matt has eight years of wealth management experience, specializing in concentrated stock management and equity compensation. He believes in building deep relationships with his clients to better assist them with identifying their financial goals and developing comprehensive financial plans to provide a framework for obtaining those goals.

Matt holds a B.A. in Financial Counseling and Planning from Purdue University and the program is ranked by Financial Planning as one of the Top 25 Great Financial Planning programs within the United States.