Broker Check
Matthew Green

Matthew Green

Retirement Relationship Manager

Matthew Green joins us as our new Retirement Relationship Manager. He has been in the financial services industry for the last 17 years. Most recently he was employed at Fisher Investments as a Retirement Counselor in their 401K Solutions group. As a Retirement Counselor, Matt was the day-to-day contact for over 70 retirement plans. He worked with both participants and plan sponsors to ensure their 401K plan was running as efficiently as possible.

Matt has a passion for helping people save for retirement, and he believes that all people deserve a dignified and enjoyable retirement.

Matt is originally from New Hampshire, and when not working spends most of his time with his wife, Alyssa, and their two daughters, Willow and Cora. He enjoys playing and watching sports, and teaching his daughters the fine art of barbecue!