MK3 WEALTH - Key Persons
At our firm, we have the client-and only the client-in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Elizabeth "Liz" Moore joined MK3 Wealth in September of 2019. She has an extremely strong investment background with over 25 years of experience formerly as an Operations Manager and Senior Client Associate with Wells Fargo Advisors. When not in the office, Liz enjoys spending time with her husband and family, as well as traveling to the Pocono Mountains and Jersey Shore.
Matt is the founder and President of MK3 Wealth, LLC, a firm he started after 18 years with Wells Fargo Advisors and its predecessor firms. As a CFP® (CERTIFIED FINANCIAL PLANNER™), Matt's primary objective is to provide independent, unbiased financial/investment advice and wealth management. He often takes the role of personal CFO bringing together tax and legal professionals to address his clients' complex needs. Matt attended Monmouth University where he received both his BS in Finance and his MBA. He currently serves as a mentor at Monmouth University assisting students with career paths options. He also serves on the Supreme Court of NJ District IIIB Ethics Committee for Burlington County. In his free time, Matt enjoys traveling, skiing and hiking with his family.