Our Story
Our journey began in 1995 when Matt entered the industry. His approachable, knowledgeable, and easygoing nature played a crucial role in establishing a solid foundation with his clients.
Over the next 13 years, Matt diligently grew his business and realized it was time to shift from a solo practice to a team-oriented approach.
In February 2008, Dana joined Matt, quickly becoming an essential part of our success. She has served as a central point of contact, providing invaluable information and support to both clients and the team.
Having worked together for over a decade, Matt and Dana expanded their services to include educational seminars and client appreciation events. More recently, we have introduced charitable events, which hold special significance for us.
To ensure we continue providing exceptional service and support to our clients in achieving their financial goals, our team expanded once more. In June 2018, we found the final piece of our team in Lorissa.
Lorissa has become an invaluable asset, bringing a newfound strength and enthusiasm for life insurance that perfectly complements Matt’s dedication to helping clients reach their objectives. Her addition has been a significant factor in our ongoing success.
Matt and Lorissa have developed a collaborative approach to client service, ensuring that everyone feels comfortable working with either advisor.
Now a team of three with over 45 years of combined experience, we take pride in our practice. Our holistic approach to financial planning, combined with our enjoyment of working together and with our clients, makes our work truly rewarding.
