Matt joined Argos Family Office in 2023 as Director, Client Services. In his role, Matt oversees the relationship with a select number of our client families. He facilitates their meetings, manages their liquidity, and collaborates with other team members to ensure the completion of their goals.
Matt has a passion for providing exceptional client service. The greatest reward for him is helping our client families achieve their financial goals by leveraging the expertise of his colleagues to deliver a tailored, professional solution.Matt also enjoys the challenge of estate planning since no two families are alike in their size, complexity, and future aspirations.
Prior to joining Argos Family Office, Matt advanced through several tax levels to Director at FORVIS (formerly BKD, LLP) after nearly 10 years.