Matt joined Petix & Botte Financial in 2022 as a receptionist and was promoted to Client Services Assistant in 2023. He supports the financial planners when they open new accounts, update beneficiaries, and make client distributions. He also assists with preparing documents for client financial portfolios. Matt can help you if you need distributions or have paperwork to turn in.
Originally from Massachusetts, Matt currently resides in El Cajon. He holds a B.A. in Political Science and a B.A. in Philosophy from San Diego State University. In his free time, he enjoys reading philosophy and history, practicing martial arts, and cheering on his favorite sports teams.