Our Akers team welcomed Matthew in October 2024. He holds a Bachelor of Science degree in Accounting from Towson University and has experience in tax and bookkeeping.
A few of Matthew's current responsibilities are:
- Maintain data consolidation and reporting website
- Prepare reports for advisors and clients for analysis and review meetings
- Manage Required Minimum Distributions for clients
- Manage personalized client websites
In his free time, Matthew enjoys spending time with friends and family, going to the gym, and playing sports. He currently resides in Kingsville, Maryland.