The Groff Group

As the founder and managing partner of The Groff Group, Matt leads a team of experienced private wealth professionals who bring insight and perspective to help simplify and enrich the financial lives of individuals and their families. Functioning as a multi-family office, Matt and his team offer highly customized strategies to complex wealth management challenges and deliver a exceptional level of personalized service. His areas of proficiency include executive compensation and business transition strategies, stock option plans with ISO and NQ Options, family business succession planning, estate monetization strategies, and the management of concentrated stock positions and comprehensive investment portfolios.

Thanks to the confidence his clients have placed in him and his team, Matt was named to the Forbes Best-in-State Wealth Advisors list in 2021, 2022 and 2023, and the team was named as one of Forbes Best-in-State Wealth Management Teams in 2023.

Matt grew up in a family of accountants, helping prepare tax returns as a part-time job in high school. He went on to earn his bachelor’s degree in business administration from the University of Kentucky's Gatton School of Business. Prior to joining Morgan Stanley Private Wealth Management, Matt spent 22 years building his Central Pennsylvania practice at Merrill Lynch Wealth Management and Smith Barney.

A devoted family man and active member of his community, Matt and his wife, Corry, live in Hershey, Pennsylvania with their children Hailey, Chase, and Jack.


Awards Disclosures:

2021-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html

2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
https://www.morganstanley.com/disclosures/awards-disclosure.html

Drawing on more than a decade of experience as a Financial Advisor, Brina McCarthy focuses on the development and implementation of highly customized wealth management strategies for affluent families and individuals. She also serves as the team’s Business Manager, overseeing daily operations and contributing to an outstanding overall service experience.

Thanks to the trust clients place in Brina and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.

Brina earned her bachelor’s degree in finance from The Pennsylvania State University and joined Merrill Lynch in their Wealth Management division. While at Merrill, she received her CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Planner Board of Standards, Inc., to individuals who successfully complete the CFP^® board's initial and ongoing certification requirements. Brina and her husband, Chase, live in Hershey, Pennsylvania, where she regularly leads volunteer efforts with various local charity organizations. Brina enjoys traveling, reading, playing pickleball, and skiing.

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Drawing on more than two decades of diverse financial services industry experience, Lee Henwood plays a lead role in developing and implementing highly customized financial strategies, helping clients to more efficiently build, protect and transfer their wealth. He also incorporates borrowing strategies by providing access to banking, credit and lending services through the Morgan Stanley Private Bank. Thanks to the trust clients place in Lee and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.

Prior to joining Morgan Stanley, Lee spent five years as a Financial Advisor at Merrill Lynch Wealth Management. He previously served for sixteen years as a mortgage broker and company director with William Lowden & Associates in England. Lee holds the Chartered Financial Consultant^® designation from The American College.

Lee and his wife, Katie, live in Hershey, Pennsylvania. A soccer player for twenty five years, Lee has since turned his attention to long-distance running and has now completed marathons in Chicago, Washington DC, London, and even Antarctica.

Forbes Best-In-State Wealth Management Teams (2023)
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

A financial services industry veteran of more than 35 years, Michelle Widders contributes to an outstanding overall service experience for the team’s clients. Michelle is responsible for many of the team’s administrative and operational functions and works directly with clients to address their transactional and account-related needs. She brings a personal commitment to building meaningful relationships with clients and making their financial lives easier to manage.

Thanks to the trust clients place in Michelle and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.

Michelle began her career in the banking industry and transitioned to Merrill Lynch Wealth Management in 2011. She moved to Morgan Stanley Private Wealth Management in 2023.

Michelle and her husband, William, reside in Mechanicsburg, Pennsylvania, with their dogs

2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Rachel works to develop close relationships with clients, acknowledging their specific needs. Analytical and detail oriented, Rachel is focused on managing clients’ day-to-day transactions, as well as tracking down potential solutions for their unique financial demands. Rachel is also responsible for the cash management for our book of business.

Thanks to the confidence clients place in Rachel and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.

Prior to joining Morgan Stanley Private Wealth Management, Rachel spent four years at Merrill Lynch Wealth Management. Formerly, Rachel served as a Research Analyst with the Pennsylvania Lottery, as well as an analyst at Public Financial Management. Rachel graduated with honors from Mount Saint Mary’s University with a degree in mathematics. She was also a member of the women’s tennis team.
A native of the Harrisburg area, Rachel currently resides in Camp Hill with her husband, Emmett and their two children. In her free time, she enjoys spending time with her family, reading, and traveling. Rachel is actively involved in her community, volunteering with Girls on the Run, the Camp Hill Soccer Club, the Lion Foundation, and at her children’s schools.

2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Garrett is a dedicated financial professional, assisting in creating tailored financial solutions to help clients achieve their goals. Garrett focuses on goals planning, account management, opportunity analysis and personalized strategies. With attention to detail and a commitment to excellence, Garrett helps simplify financial challenges to deliver meaningful results for individuals, families, and businesses.

Garrett began his career as an intern at Ameriprise Financial in 2021. He earned his bachelor’s degree in economics with a minor in Finance from West Virginia University in December 2023. In addition, Garrett holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, as well as the PA Life, Accident, and Health Insurance licenses.

Outside of the office, Garrett enjoys hiking, weightlifting, and anything that’ll get him moving outdoors.