Mat Hunnicutt AIF©, MBA
As a lead financial planner, Mat oversees teams of advisors, as well as offering guidance and providing strategic planning with a relaxed delivery. Mat’s years of experience has taught him that relationships matter. Creating a bond with clients, fueled by trust and mutual admiration, is the first step towards a client’s financial health.
Mat puts his clients’ best interests at the forefront of all his decisions. He takes the time to listen and understand his clients’ needs as he develops their comprehensive financial plans. Driven by their goals, Mat approaches each client relationship from a deeply analytical perspective while balancing the emotional impact of financial decision making at the same time.
“Getting to know you is the most important part of our job,” says Mat. “That's why we sit down with you and listen before we do anything else. Our relationship begins with you, not a set of products. We feel that makes all the difference.”
When Mat began his career in 2001, he decided to focus on an area where he saw a void in the financial industry: advocating for the total financial well-being of his clients and their families. He earned his Accredited Investment Fiduciary designation to further this goal and focuses on applying the Global Fiduciary Standard of Excellence in every aspect of his work. Mat has both a Bachelor of Science in Business Economics and an MBA in Quantitative Analysis from Willamette University.
When Mat is not in the office, he can be found demonstrating the same determination and discipline while training for triathlons. When he has extra time, he enjoys hunting, fishing and skiing in the great outdoors.
Fun Fact: Mat has never eaten a veggie burger in his life.
Certifications, Licenses & Registrations
- Investment Advisor Representative
- Accredited Investment Fiduciary
- Series 66
- Life and health insurance licensed