Matt Eaton, CFP®, CLU, ChFC
Director of Case Development
Matt has more than 40 years of financial planning and investment analysis experience. During his tenure, he helped develop a sophisticated retirement distribution and asset allocation model incorporated into a recognized financial planning software program.
In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning and executive benefits. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.
Matt and his wife, Seonaid, have three adult children and six grandchildren.