Senior Vice President, Lead Advisor/Investment Specialist
Matthew P. Witter, CFP®, ChFC®, AIF® is responsible for developing financial plans for executive clients, along with providing lead advice to the firm’s Executive Planning Services and Financial Independence Planning Services clients. He is passionate about helping our clients achieve financial peace of mind and living fulfilling lives. He is also co-chair of the investment committee, where he ensures the firm’s philosophy, approach and methodology. Previously, Matt served as a senior advisor to ultra-high net worth individuals and made significant contributions toward their financial success through rigorous planning and tax minimization strategies. Matt holds his Series 65 license and is an investment advisor representative of SFG Investment Advisors, Inc. Matt is a Certified Financial Planner (CFP®) licensee and has also earned the Chartered Financial Consultant (ChFC®) and the Accredited Investment Fiduciary (AIF®) designations.