About Matthew

I have been in the financial services industry for over twenty years. I have been through many different economic environments and from that, I have gained unique perspectives. I come from humble beginnings in Eastern North Carolina. Growing up, my family had lots of love, but not a lot of money. I learned how to be frugal with my earnings and how to save a paycheck. I am the first person in my family to have acquired a college education. I have been able to take that education and give my family a middle affluent lifestyle. I now have a daughter that I am assisting through college, and I am working on my financial goal of retirement. I have been through many different phases of life, and this has helped me become a dependable and insightful advisor. I have recently transferred my business to Thrivent because of my faith-oriented beliefs, and I believe that you will feel the difference when you begin to work with me on your financial goals!

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Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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