Matt has nearly a decade of experience as a Wealth Management Advisor. He specializes in strategic financial planning and wealth management, in addition to insurance, risk management and long-term financial protection.
Whether he’s working with clients or raising his children, Matt values integrity, trust and excellence. “I carry these values with me every day and they guide how I live, act and treat other people. I believe it’s essential to build trust with my clients, treat everyone with respect and set a strong example for my children.”
A native of Falls Church, Virginia, Matt now lives in Birmingham with his wife, Cari, and two daughters, Lucy and Lauren. He and his family are members of Mountain Brook Community Church and active in their community.Schedule a Call with Matt
Ken has spent more than three decades in the financial services industry and uses his abundance of knowledge to help his clients plan and prepare for a rewarding financial future. His experience and expertise also enable him to address all aspects of his clients' financial life, from wealth management to business planning to wealth transfer strategies.
Ken believes in the power of relationships in his work and his personal life. He also understands his primary job is to be an advocate for his clients — to work on their behalf to help them achieve their goals. “My clients place a lot of trust in me and I take it very seriously. It’s my job — and my passion — to do everything in my power to help them plan for and experience the life they want to live.”
Ken and his wife, Pam, have three children, Ansley, Hallie and Ken. They attend Oak Mountain Presbyterian Church and enjoy family time, church and supporting charitable organizations in their community.Schedule a Call with Ken
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