Matthew Lynch

Matt Lynch was born and raised in Vienna, Virginia, as the youngest of three brothers. Growing up, he always looked up to his father and brothers as mentors and developed a passion for business from a young age. From listening to his father’s stories of leading multiple successful IPOs and witnessing his brother grow into a successful financial advisor, he knew he wanted to
study and pursue a career in finance.

Matt graduated from the Pennsylvania State University with a bachelor of science in finance and economics. He was a member of the Penn State University Economics Association and the Penn State Asset Management Group, where he grew his knowledge of investing, the economy, and the financial markets. Through his education, relationships, and internship experiences, he found his calling in financial planning.

As a client service associate, Matt plays an integral role in the financial planning process. Working with our associate financial planners and financial advisors, he helps the team provide first-class client service and operational support.

Matt currently resides in Vienna, Virginia. In his free time, he enjoys golfing, exercising, training mixed martial arts, reading, and playing basketball.