Certified Financial Planner Professional®
Matt joined Wellness Financial Advisors in 2006 with 8 years of previous experience in the financial services industry. Matt’s love of people, knowledge, and analytics led him to a career in financial advising. Walking with his clients through the personal tragedies of disability, addiction, and death has strengthened his resolve to protect loved ones and secure the future through proper planning. His collaborative practice primarily focuses on delivering exceptional service, superior comprehensive planning, and wealth management strategies. He finds great satisfaction knowing his clients are well taken care of and values his role in their lives.
Matt consistently earns recognition for excellence in his Insurance and Investment Levels. He has proudly served as the President Elect and a member of the National Association of Insurance and Financial Advisors. He has received annual recognition with the National Quality Award since 2004. Matt obtained the prestigious Certified Financial Planner designation and is a member of the Financial Planning Association.
Matt and his wife, Alicia, married in 1999. They live in Franklin, Tennessee with their two children. The family enjoys travel, boating, and spoiling their adorable Shih Tzu, Maxi May. Matt and Alicia proudly cheer on their daughter as she runs cross country in college. Matt also likes hiking, surfing, and watching Mixed Martial Arts. He and his family support many philanthropic and religious organizations including the International Justice Mission, Interfaith Dental Clinic, Martha O’Bryan, and Journey Church in Franklin. Also, Matt serves as a Board Member for Every Girl Counts and the Cooper Trooper Foundation.
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