Matthew Formes
Client Service Associate
My Story
I have been working with in the service industry for over 20 years, which has led me to joining K2 Financial in 2019.
I was introduced to the financial field by my father and worked with him for many years. During that time I assisted him running his small office and made sure that his clients were well taken care of.
I am currently a Client Service Associate at K2 Financial Partners, where I work alongside advisors to assist clients.
My mission is to become an advisor and be able to offer a more complete service experience to all I interact with in a kind and understanding manner.
Qualifications
- 20 years - Service Industry
- 10 years - Finance Industry
About Me
When I’m not in the office, I enjoy spending valuable time with my wife and son. I also love baseball and learning stats, learning about science, listening to music, podcasts, and hanging out with friends.