Matthew carries on a family legacy in finance, inheriting three decades of industry insight from his father.

He joined Allen & Company as an intern in 2021 before transitioning to a full-time role after graduating from the University of Florida with a degree in Business and Finance. Since becoming part of the Allen & Company team in 2023, Matthew has been passionate about helping clients build enduring financial freedom through personalized financial planning and long-term investing strategies.

A Polk County native, Matthew is deeply committed to making a positive impact both in the financial world and within his community. His dual focus involves navigating complex financial matters for clients while contributing to meaningful change beyond finance. Through his work, he aims to foster lasting relationships and guide clients in planning for decades to come.

Matthew and his wife, Gracie, live in Lakeland, where they serve as members of Christ Community Presbyterian Church.

He holds both his Series 7 & Series 66 registrations with LPL Financial. He also holds the Life, Health, and Variable Annuities insurance licenses.