Click here to schedule an appointment with Matt.
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, tailored 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 on state and local Board of National Association of Insurance and Financial Advisors. Matt obtained the prestigious CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planning Association and Finseca.
Matt and his wife, Alicia, married in 1999. They live in Franklin, Tennessee and have two adult children, Alexandra and Zach. The family enjoys travel, boating, and spoiling their Shih Tzus, Rocco and Stella. Matt also likes hiking, surfing, fishing, and cheering on the Tottenham Hotspurs with the Nashville Spurs. He and his family support many philanthropic and religious organizations including Compassion International, Every Girl Counts, Martha O’Bryan, and attends Luminous Anglican.
Check the background of the firm and the investment professional(s) on FINRA's BrokerCheck.