Matt is a seasoned financial advisor with over 12 years of experience in the finance industry. Hailing from Greeneville, Tennessee, he brings a unique blend of expertise and passion to his clients’ financial goals. Growing up in Greeneville, Matt developed a deep love for basketball, a sport that instilled in him the values of teamwork, discipline, and perseverance.
Matt’s strong work ethic and commitment to excellence were shaped by his upbringing in a close-knit family. From an early age, he learned the importance of hard work and the value of building lasting relationships. These core values have been instrumental in his successful career as a financial advisor.
After completing high school, Matt went on to play Division 1 basketball at the University of Tennessee at Chattanooga. This experience taught him valuable lessons about dedication, goal setting, and the importance of strategic planning. It also provided him with an opportunity to develop leadership skills and cultivate a competitive spirit, which he now brings to his clients’ financial journeys.
Following his basketball career, Matt transitioned into the finance industry, where he found his true calling. With his extensive knowledge and expertise, he has helped numerous individuals and families navigate complex financial landscapes, providing tailored strategies and personalized advice to help them achieve their financial objectives.
Matt takes pride in establishing lifelong relationships with his clients, ensuring that he understands their unique circumstances, goals, and aspirations. He believes that open communication, trust, and transparency are the cornerstones of a successful client-advisor partnership. By carefully listening to his clients’ needs and aspirations, Matt crafts comprehensive financial plans that are designed to maximize growth, protect assets, and provide peace of mind.
When Matt is not working with clients, you can find him spending time with his family. He has two precious girls, Jocelyn 5 and Evelyn 3, who keep him busy. Matt resides in Thompson Station with his daughters and is very active in his church. He also is a Southeast Regional Board Member for the Boys & Girls club.
Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Matt is committed to helping you achieve financial success. With his extensive experience, genuine care for his clients, and a winning spirit, Matt is the financial advisor you can trust to guide you towards a prosperous future.
