Office Location:
18 S Pack Square
Ste. 18.5
Asheville, NC 288801
Originally hailing from Winston Salem, NC, Matthew’s journey into finance began after five years in corporate headhunting and entrepreneurship. With a degree in Finance from Campbell University, Matthew is equipped with the tools and knowledge to make a difference with his clients.
Matthew’s approach as a financial professional is all about setting and smashing goals. Whether he’s working with business owners, healthcare professionals, or outdoor enthusiasts, he’s laser-focused on understanding their unique aspirations and crafting personalized plans to help them get there.
Beyond the office, you’ll find Matthew hitting the trails, shredding waves, or cheering on UNC Basketball. A fan of “The Sopranos” and a secret guitar virtuoso, he’s not your average finance guy—he’s here to help you reach (or rather smash) your financial goals.
Agent of Consolidated Planning, Inc, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
