7100 Forest Avenue
Our goal is to have such long-term relationships with our clients that one day we will serve their children and grandchildren. To that end, we carefully select the members of our team to make sure we have the right people on staff to serve your needs long-term.
Our primary advisor has over 20 years experience, with a hands-on approach to financial guidance. Our team members are not only knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.
As your financial team, we will do everything we can to keep you focused on where you want to go, advise you on how to get there, and help you keep a disciplined approach to pursuing your dreams.
Matt started in the financial services industry after graduating from Roanoke College in 2000. He has a main focus in listening to clients and developing strategies that best fit their individual needs. Throughout his career...
Client Relationship Manager
Bryan is 1752 Financial's Client Success Manager, where he is responsible for investment paperwork, following up with new accounts, and ensuring our clients have the best experience. If you're opening a new account, Bryan will be your...
Client Communications Manager
Tess handles 1752 Financial's marketing initiatives, website, and client communications. She also handles many life and disability insurance applications. Tess excels at finding creative...