The important work of helping clients navigate their financial lives is what drives Matt. He believes that helping clients make great financial decisions will improve clients lives and help them enjoy life even more. Matt takes a holistic approach when guiding clients through financial decisions, allowing them to understand the options and discover the path leading them closer to achieving their goals. Matt brings his career background from both his non-profit leadership roles and consultative software sales. “I have worked alongside visionary leaders and managed detailed operators; this experience has allowed me to understand my clients and provide tailored advice to help them achieve their goals. As a result, I’m passionate about leveraging my time, skills, knowledge, and expertise to help my clients succeed.”

Matt has been married to Paige for 15 years, and they have 4 children: Reid, 12; Lily Grace, 10; Mae, 8; and Hollis, 3. They love living in Forsyth County, and giving back to their community is their priority. When Matt isn’t coaching or helping with baseball, football, basketball, softball, or gymnastics, you will find him very involved in Forsyth County. Matt volunteers in the middle school environment at Browns Bridge Church. Matt serves on the Board of Directors of CASA of Forsyth County and Leadership Forsyth. He is an Associate Director at the Forsyth County Chamber of Commerce, is a graduate of Leadership Forsyth Class of 2024, and is a member of The Rotary Club of Forsyth County. “This county has been very good to my family; when we have a need, our community surrounds us and loves us well. This county has partnered with us in raising our 4 kids and supporting us, and it is where we have created friends that seem more like family. I’m excited that I can give back to a community that has been so good to us.”

Matt’s interest in finance dates back to reading the Wall Street Journal in the business School at Georgia Southern University. He is an Honors Program graduate from Georgia Southern University, graduating Magna Cum Laude. Matt joined the Lipsey Wealth Management team at Raymond James in 2021. “Working on a family team has been very rewarding. We are a family team passionate about helping other families succeed.” Ralph and Andrew have a combined experience of 35 years and have created an investment philosophy and financial knowledge that is the foundation of Matt’s practice. “I can use the processes at the firm and investment philosophies on the team to create custom solutions that best fit each of my clients.”