Matthew Bausch, CRPS™

Matthew Bausch, CRPS™

Associate Advisor

Matt joined our firm in January 2015 as a financial assistant and has steadily taken on more responsibilities over the years. He currently acts as an Associate Advisor with our firm, ensuring that our clients receive top-notch service and have access to professional advice, as he builds his own client base. Matt is welcoming new clients and would be happy to set up an initial consultation if you're actively seeking an advisor relationship.

Matt is a graduate of Plymouth State University, where he majored in business management with a concentration in finance and minored in both professional communications and economics. After college, Matt began his financial career working for Fidelity Investments. There, he specialized in working with clients who had 401(k) and 403(b) accounts and was repeatedly recognized for delivering excellent customer service to clients. Matt currently holds the FINRA Series 7 and 66 securities registrations, as well as the Chartered Retirement Plans Specialist™ designation.

Matt currently resides in Southern New Hampshire, where he has lived the majority of his life. He enjoys spending time with his family and friends and is an avid fan of all New England-based sports teams, but none more so than the Boston Red Sox.