Matt started in the financial services industry after graduating from Roanoke College in 2000. He specializes in listening to clients and developing strategies that best fit their individual needs. Throughout his career, Matt has been recognized for his accomplishments for his clients. He has been featured by a number of publications, like Life Insurance Selling Magazine, Advisor Today, Kiplinger Magazine, and the Richmond Times Dispatch. He is a lifetime member of the Million Dollar Round Table (MDRT) and has been a Court of the Table member since 2007.
Matt grew up in New Jersey but settled near Richmond in 2001 with his wife and three children. Outside of the office you’ll find him hanging out with his wife and kids, helping out at their baseball and soccer games, or at the golf course with friends.
What is your favorite quote? "A flute with no holes, is not a flute. A donut with no hole, is a Danish." - Caddyshack
Pancakes or waffles? Why? Waffles. Waffles have great pockets for extras like blueberries, strawberries, bananas and of course extra syrup.
What’s an item on your bucket list? One item on my wife and my bucket list is to attend all four golf and tennis major events. We have crossed off 3 of the 8 so far.
What’s your favorite place you’ve ever visited? Belize for our honeymoon.
Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year and remit the required Court of the Table dues to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.