An experienced consultant in the financial services industry since 2004, Matt works with a wide range of financial advisors
across the country to develop and implement strategic plans for new business development, sales process, proactive
service model and team building to ensure consistent growth within their practice. Matt is currently working on his first
book, “Creating the Ultimate Advisory Practice.”
While attending Auburn University, Matt earned his degree in Finance. When out of the office, Matt enjoys spending time
with his wife, Lindsey, his son, Bryce, and his twin girls, Anna Grace and Ellie. He also enjoys playing golf and guitar.
Matt has worked with advisors and teams from Trainees to $22mm in production all over the United States
Executed thousands of Advisory & Focus Group meetings to generate consistent introductions
Built hundreds of Team Structures to leverage horizontal and vertical teams
ADVISOR CONSULTING, LLC. 395 Golfview Club Drive
Newnan, GA 30263 404-551-5836 Office 404-601-7818 Fax