Meet Matthew
As a Senior Wealth Advisor, Matthew is committed to guiding each client toward defining and pursuing their unique goals through a personalized financial planning process. He believes a good retirement plan should provide clients with a detailed, comprehensive snapshot of their current financial situation, a thorough modeling of where they want to be and what actions they need to take to reach those goals. Through the planning process, Matthew helps clients gain an understanding of how the many moving parts of a good financial plan function and relate to one another.
A graduate of the University of Tennessee with a Bachelor of Science degree in finance, Matthew started his career as a commodity broker before moving into a role as a Business Development Manager for a national broker-dealer. His financial services career spans more than two decades and he has developed an approach to planning that includes a thoughtful account of the things clients want to protect.
Outside of work, Matthew enjoys boating, fishing, going to the beach and traveling. He’s also a fan of the University of Tennessee football team. Go, Volunteers!
