Client Advisory

Biography

Matt is a Partner in the Arlington, Texas office. He has over 25 years of experience providing comprehensive investment and tax planning to families, executives, and business owners. Specifically, colleagues in the Arlington office specialize in serving self-employed individuals, focusing on a dental industry niche, and helping clients in all aspects of their business and personal financial affairs.

Before joining Cerity Partners, Matt founded Paladini Financial Management (PFM) in 2006, a planning and investment advisory firm in Arlington, Texas.

In August 1998, Matt joined the international accounting firm of Ernst & Young, LLP, to begin his career. He spent five+ years there in their Personal Financial Counseling/Investment Advisory Services group, providing financial advice to corporate executives and high-net-worth business owners. Areas of specialized focus at E&Y included investments, stock options, tax strategies, and estate planning.

In 2002, Matt joined Cain Watters & Associates, where he focused on personal financial planning services for self-employed individuals, primarily dentists and other healthcare professionals.

Education

  • Bachelor of Business Administration in Finance from the University of North Texas

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