Senior Financial Advisor
Matthew Burwick has been affiliated with L&M since 2011 and is a Registered Representative with Securities America, Inc. In addition to working with 401(k) plan sponsors, he provides for individual retirement, life insurance, college savings plans, and other financial planning needs.
Bachelor of Science Business Administration, State University of New York at Buffalo, 2008
Master of Business Administration, Canisius College, 2010
Matthew Foster Foundation, Ride for Roswell Team - Biking for Barb, Alpha Sigma Phi Fraternity
What Inspires Me: My clients inspire me. As I meet with them, whether to complete an annual review or to discuss how an event has made them re-think their strategies, I marvel at how their lives inspire me to re-evaluate how I live mine. I know that these interactions continue to help me improve as a human being and financial advisor, which in turn, make me even better at helping my clients meet their financial goals. I will never stop learning thanks to the clients I have been introduced to, and the ones I will meet in the future.