Matt started in the financial services industry in 2000 when he joined Allstate Financial Distributors. Since then, he has served in various capacities with carriers and broker-dealers. Matt has built strong relationships with his clients by taking the approach of creating a great experience for them to meet their financial planning and insurance needs. Prior to RetireOne, Matt worked as an Annuity Wholesaler with Jackson National providing support to Advisors on Retirement Solutions.
Matt resides in Nashville, TN. He enjoys spending time with his family traveling, being outside with their Golden Retrievers, Charlie, and Mac, and supporting his favorite sports teams: the St Louis Cardinals and Green Bay Packers.
Matt is Series 6, 7 & 63 licensed and holds his life and health insurance license (Tennessee #2464416). He graduated from Southern Illinois University with a BS in Finance.
Check the background of Matt on FINRA’s BrokerCheck.