Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Florida Life, Health and Variable Annuity Insurance License

Previous experience

  • Professional Musician, 7 Years

Community participation

  • FFRA
  • New Walk Church

Interests

A lifelong learner, Matt is always trying to pick up a new skill or sharpen an existing one. Matt enjoys music, playing guitar and keyboard, restoring classic cars, camping, and spending time with his growing family on their farm.