Meet Matthew

Matt is a managing partner and financial advisor at Bowline Financial.  His primary roles within the firm are centered around firm vision, process, and serving his select group of clients. Matt has over 20 years of experience in financial services and has been working with closely held businesses for his entire professional career.   

Prior to Bowline Financial he owned multiple payroll companies with locations across the country managing payroll, taxes, retirement and benefit plans. In an effort to serve his clients in a more comprehensive way, he now focuses most of his time on serving and advising his clients in the following areas:

  • Business Exit Strategies

  • Executive Deferred Compensation

  • Retirement Plans

  • Key Employee Retention

  • Estate Planning

  • Wealth Transfer Strategies

Outside the office Matt enjoys spending time with his daughters Emma and Greta, running, and playing tennis and golf.

“Wealth is not determined by investment performance, but by investor behavior.” – Nick Murray