Matt Lazaras, CFP®

I believe there is a financial literacy epidemic in America andI have dedicated my career to educating people so they can pursue their financial goals. I provide support in compliance, administrative tasks, and paraplanning. As a Paraplanner for Maven Lane Financial Group, my role is to assist Amy with key data-entry and running reports for Financial Plans, supporting Amy so she can better serve her clients.

I grew up in a family that discussed personal finance and thus, thought that was the norm.  As I went through college, ultimately achieving a BS in Economics and a BS in Business Administration, I realized my upbringing was far from the status quo in that respect. 

I became a Certified Financial Planner Professional and find it incredibly rewarding to help my clients pursue their financial goals.  My favorite part of the job is solving complex financial needs, delivering my recommendations, and watching them play out positively in clients’ lives.

Outside of work, I am a passionate scratch golfer. I enjoy making cocktails, working out, and spending time with my puppy, Banksy!