Matt’s love of numbers and desire to meaningfully impact the lives of others led him to Financial Advising. He believes in the importance of deliberate and disciplined planning and the role he plays in helping others win at life. He began working in the financial services industry in 1998 and obtained the prestigious Certified Financial Planner designation in 2003. Matt specializes in customized planning for high net worth individuals and organizations. His collaborative practice primarily focuses on delivering exceptional service and superior comprehensive planning and wealth management strategies for physicians.
He consistently earns the exclusive honor of Massachusetts Mutual Life Insurance Company’s Top of the Council, which recognizes its top 1% of financial professions in the country. Matt is also the distinguished recipient of the ELIF (Exceptional Level of Insurance in Force) Award, recognizing excellence in Life Insurance. He enjoys mentoring other financial professionals who are new in the business, hosting study groups, and speaking at training seminars.
Matt, a native of Nashville, graduated Magna Cum Laude from the University of Tennessee with a Bachelors of Business Administration in Finance. Matt was a proud member of the University of Tennessee Soccer Team which qualified for the National Championships 2 of the 4 years he played. He treasures the memories, friendships, competition, discipline and successes of his soccer playing years.
Matt and his wife, Karen, a native of Savannah and a Georgia Bulldog, live in Nashville, Tennessee. Together, they are raising their three young children. Matt’s interests include spending time with his family, golf, watching SEC football, travelling, and enjoying a rare moment of free time. He and Karen proudly support many philanthropic and academic organizations, including Second Harvest Food Bank, the Nashville Humane Society, Big Brothers Big Sisters of Middle Tennessee, the McNeilly Center for Children, the Martha O’ Bryan Center, the Interfaith Dental Clinic, Julia Green Elementary, the University of Georgia, and the University of Tennessee.
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