Naval Intelligence Specialist to Successful Entrepreneur! Matthew proudly served in the US Navy from 2001-05, and during Iraqi Freedom and Enduring Freedom for 9/11. Matthew has extensive sales and management background that expands over 13+ years to include wealth management, estate planning strategies, financial planning, corporate finance, and an owner of a Property and Casualty insurance agency.
Matthew has been in the financial services industry many years and fully experienced the whole economic spectrum of ups and downs. With that comes the emotional roller coaster people feel relating to the exciting growth of their portfolio, and or painful loss of their finances due to unforeseen tragedies.
His goal is that every client will benefit and gain in knowledge and strength, through their experience with him and the companies he proudly represents. Matthew takes a comprehensive approach to strategically develop a financial plan that helps grow, manage, and accumulate wealth through solutions that match the client’s financial needs.
On the individual side, Matthew provides the personal and financial guidance that we all need to flourish and prosper. He provides a roadmap for protecting your assets and smart solutions to achieving the retirement life of your dreams. On the corporate side, he works hand in hand with entrepreneurs creating innovative winning strategies on how to protect and grow their business for longevity and success.
His commitment and attention to detail is unparalleled. You will feel a peace of mind, have security for you and your family, and march into financial victory! Matthew focuses on building great relationships that last a lifetime.
His passions include golf, skiing and playing with his toddler Grayson. He has a Bachelor of Science in Business with a focus in Finance from The University of Phoenix, Arizona. As a prior Naval Intelligence Specialist, Matthew has developed a unique insight into the Science & Technology field on a global level.
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