Matt helps clients focus on the big picture by providing comprehensive financial advice. He believes that investment selection and performance are important, but only part of creating a strategy to pursue long-term financial success. He strives to help clients navigate the complexity of their unique financial situation so that they can spend more of their time focusing on what matters most.
Knowledgeable and trustworthy, he specializes in helping business owners with succession planning, risk management and employee benefits, including health insurance and retirement plans. His mission is to be a trusted source of timely and accurate information for the pursuit of their goals.
Matt began his career as an advisor at a large regional bank in 2015 before joining FirstBank Investment Partners. He earned a B.S. in business administration and finance from Tennessee Wesleyan University and has taken part in the Knoxville Leadership Program. He holds Series 7, 63, and 65 licenses, as well as a life, accident and health insurance license.
Originally from Athens, Tennessee, he lives in Knoxville, where he enjoys being active outdoors. He also likes to travel and spend time with family and friends.