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Our People

Our People

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 advisers have over 30 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 advisers, 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 Brotherton, AIF®, CLTC



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...

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Rachel Lloyd

Client Success Manager


Rachel has been at 1752 Financial since 2017 and is the go-to person for investment service. Rachel currently holds her Life and Health Insurance License, Account Certificate from J. Sargent Reynolds, and is also working towards...

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Tess Kennedy

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...

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