Matthew B. Searles, CPA, PFS, ChFC

Mr. Searles is a graduate of Bentley University and Moravian College. Matt has advanced certifications as CPA, ChFC, and PFS. As our chief strategist, he brings extensive tax planning experience from his years with international accounting firm KPMG Peat Marwick. His expertise also includes multi-state taxation; estate, retirement, and financial planning; and bank financing assistance. Matt is managing partner of the firm, and concentrates his attention on the business advisory side of the practice, along with assisting business owners and their management teams with individual and estate tax and financial planning matters.