Matthew
joined The Telge Companies in November 2005. He brought with him over 13 years
of experience within the financial industry, specializing in Qualified
Retirement Plans. Matthew’s focus within The Telge Companies is managing
Qualified Retirement Plan business, as well as providing guidance and education
to plan sponsors and employees. Matt also oversees the investment department
and works on developing and re-balancing investment portfolios.
Matthew is
a member of The American Society of Pension Professionals and Actuaries (ASPPA)
and holds his FINRA Series 6 and 63 securities licenses and received his New
Hampshire Life, Accident & Health License. In addition, he also supervises
any issues pertaining to regulatory compliance and licensing matters. Matt also
received his Chartered Retirement Planning Counselor (CRPCsm) and
Charter Retirement Plans Specialist (CRPS®)
designations from the College for Financial Planning.
Matthew
currently resides in Hooksett, New Hampshire.
