Our Team

With more than 20 years of advisory experience, Matthew is a valued partner to individuals, families, and 401(k) participants. He crafts custom-built retirement strategies that reflect each client’s personal goals and values.

Matthew lives in Newton, Massachusetts with his wife and two boys. Outside the office, you'll find him exploring new places with his family or on the golf course.

Eric brings over two decades of experience to retirement plan governance. A specialist in 401(k) and 403(b) plans, he advises executives and business owners on fiduciary best practices and leads Investment Oversight Committees with clarity and precision.

He lives in Andover, Massachusetts, where he's deeply involved in the community. His free time is often spent on the golf course or working on DIY home projects.

For over a decade, Andrea Malm has been the backbone of our daily operations. With an incredible work ethic and a heart of gold, she approaches every task with a can-do attitude and an unwavering commitment to excellence. Whether managing schedules, supporting our team, or keeping everything running smoothly behind the scenes, she does it all with grace, professionalism, and genuine care. We're truly lucky to have her as part of our team.