Matt Stead

Matthew Stead, MSFP, joined our team in 2014. He obtained a bachelor’s degree in finance at Bentley University and his master’s degree in financial planning (MSFP) at The University of Georgia. He is sitting for the CFP® shortly. Matt wears a variety of hats in the office but primarily serves as the director of operations for our wealth management team, as well as building and maintaining our IT infrastructure. He also is the host of our podcast Fine Answers.

3 min read

When to Pay Off Your Mortgage

Matt Stead: Dec 12, 2019

There are a lot of uncertainties in modern adult life. It’s a relief when your questions have simple, definitive answers. When the mechanic can tell you exactly what’s wrong with your car, or your doctor can give you a conclusive diagnosis, it takes...

Financial Planning

3 min read

Investing in Your 20s is the Best Gift to Your Future Self

Matt Stead: Oct 18, 2019

Workers in their 20s are still figuring out professional norms and learning to budget for necessities. Investing for retirement might not be high on...

Financial Planning

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