Matt obtained his B.S. and Master of Accountancy degrees from the University of Tennessee in 2015 and 2016 respectively. Matt started his career in public accounting in Atlanta specializing in individual, partnership, and real estate taxation. After 3 years in public accounting, he earned his Series 7, Series 66, and TN Commerce & Insurance licenses from the State of Tennessee. Matt enjoys leveraging his experience as a CPA to help clients with all facets of financial planning including investment services, tax planning, retirement planning, insurance, and debt consolidation.
Matt married his wife, Rachel, in August of 2020 and they have a Boston Terrier named Jax. When Matt is not working, he loves to travel and play golf.
Matt holds the following licenses & certifications: CPA, Series 7, Series 66, Variable Annuity, Life & Health Insurance
Insurance: TN
Securities: TN