Matt is an Investment Advisor Representative with Level Four Advisory Services, LLC and a Registered Representative with LPL Financial. Matt provides financial guidance and direction to individuals, families and small businesses. He started his financial services career in 1997 after earning a Bachelor of Business Administration from Roanoke College. Over his 16 years as an advisor he has earned his Series 6, 7, 24, and 63 registrations (held with LPL Financial) and Series 65 registration (held with Level Four Advisory Services) and is a licensed life and health agent.
Matt seeks first to learn and understand the needs, goals and objective of each client to produce customized outcomes for each client.
Matt resides in Roanoke, Virginia with his wife Tiffaney, son Christian and daughters Isabella and Madelyn.