Matt started in the insurance and financial services industry in 2016 when he joined Liberty National Life Insurance Company. Since his start in the industry he has established relationships with clients to educate and tailor solutions to their needs using a consultative approach. Prior to RetireOne, Matt worked as an insurance and annuity consultant at LPL Financial where he gained in-depth knowledge of the carriers and solutions offered in the industry.
Matt resides in his hometown of Charlotte, NC. In his free time, he enjoys traveling, spending time with friends and family, and playing with his bernedoodle Rylo. Matt is an avid fan of many local sports teams and sits on the supporters group council for Charlotte FC.
Matt is Series 7 & 66 licensed and holds his life and health state insurance licenses. He is a graduate of the University of North Carolina Wilmington with a BA in Psychology. His NC Insurance License is #18071307.
Check the background of Matt on FINRA’s BrokerCheck.