“Care isn’t just an option; it is the cornerstone of our service.”
Matthew carries on a family legacy in finance, inheriting three decades of industry insight from his father.
Matthew first came to Allen & Company as an intern in 2021 before joining full-time after graduating from the University of Florida with a degree in Business and Finance. Since joining Allen & Company in 2023, Matthew has been driven by a passion for assisting clients in crafting enduring financial freedom.
Beyond the office, he aspires to make a meaningful impact in the community. His commitment extends to a dual focus – navigating financial intricacies for clients and contributing positive change beyond the realm of finance. Matthew strives to create longstanding relationships in helping clients plan for decades to come.
He holds both his Series 7 & Series 66 registrations with LPL Financial. He also holds the Life, Health, and Variable Annuities insurance licenses.