With over 30 years of experience in the financial services industry — including 25+ years in executive management — I am a strategic, transparent, and decisive leader. With decades of experience inspiring trust, recruiting and developing top talent, and fostering cultures of collaboration, accountability, and operational excellence – I can be a compliment to any business and leadership team. Known for simplifying complex topics and delivering high-impact strategies, I help drive earnings and financial growth for organizations of all sizes.

• Matt Walsh
  CPA / Founder / Principal