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With over 20 years of leadership experience in service-based businesses, Matthew is committed to building a world-class organization known for excellence in client service and as a workplace for aspirational, clever, caring people who are driven by a desire to help others, to grow and to thrive.

As a leader in the financial advice industry, Matthew focuses on strategy, innovation, client experience, and employee development. He is also a regular speaker and contributor at industry conferences and in publications, where he shares insights on contemporary issues and the future of financial advice.

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