Matt founded Copia Wealth Management in January 2026. He grew up in East Lansing, MI and after attending Michigan State University, he moved to Chicago, IL for two years where he began his career in finance. For six years Matt worked as a relationship banker, business banker, and branch manager at JPMorgan Chase in the Northshore of Chicago and also back home at numerous locations in Michigan. Prior to founding Copia Wealth Management, Matt worked with UPSTREAM Investment Partners and was a financial advisor at Merrill Lynch in East Lansing, MI. Throughout his career, Matt is most proud of his ability to build lasting relationships with his clients and for the success of his teams that he has had the opportunity to lead.
Matt currently holds the FINRA Series 7 and 66 licenses through LPL. He also is licensed and qualified in Accident and Health, Life Insurance, and Variable Annuities through the State of Michigan.
Matt and his wife Jennifer live in Lansing with their dog Goldie. When not at the office, Matt spends his time watching Michigan State sports, reading, and being outside.