Our Team

My commitment to clients is based upon three core principles:

  1. Loyalty: With each interaction, you will experience peace of mind, knowing that I am solely focused on you and your objectives. Each client relationship is fiduciary in nature and seeks to consistently deliver the highest standard of care.
  2. Communication: The cornerstone of my client engagement is meaningful communication that educates and minimizes the noise of the media, so we can focus on how the issues of the day affect you and your family's future.
  3. Service: My goal each day is to serve you the way I would want my own family to be served. My dedication to and passion for serving clients is demonstrated in all aspects of my relationship with you.
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Name:

MATTHEW BEERY, AWMA™, CFP®

Title:

FINANCIAL ADVISOR

ASSOCIATE DIRECTOR-INVESTMENTS

Phone

615 340 3046

Email

[email protected]

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Matthew Beery began his career in financial services in 2015. He provides his clients with a high-quality wealth planning experience and strives to make the complexities of financial life easier to understand. Some of his areas of focus include tax-sensitive investment management, retirement planning, wealth preservation, corporate liquidity events, concentrated stock strategies, and legacy planning.

He provides forward thinking service that stays ahead of the curve. Whether it be new technology, new investment ideas, or just a new way of thinking altogether, pro-activity is one of his core principles. It has also been said that he has a laid-back personality, which allows him to remain calm and level-headed during all market environments- good or bad- establishing trust with his clients as they focus on their goals, instead of the “noise” of the market.

He is a graduate of the University of Kentucky with degrees in Accounting and Finance. He is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Accredited Wealth Management Advisor™ designation, awarded by the College for Financial Planning Institutes Corp.

He enjoys fitness, volunteering at church, and all things sports. He and his wife, Lauren, live in Gallatin, Tennessee with their Miniature Golden doodles, Riley and Max.

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Name:

SARAH BIGGERSTAFF

Title:

CLIENT SERVICE ASSOCIATE

Phone

615 340 3054

Email

[email protected]
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Sarah Biggerstaff is a dedicated Client Service Associate, with a passion for providing exceptional support and ensuring a seamless experience for clients. With 5 years of experience in customer service, she is committed to understanding and addressing each client's needs with care and efficiency. Sarah plays a strong role in maintaining strong client relationships, assisting with account management and resolving any inquiries or concerns. Known for her excellent communication skills and attention to detail, she goes above and beyond to ensure that clients feel valued and well taken care of through their financial journey. Sarah is a Nashville, Tennessee native and graduated from the University of Tennessee at Chattanooga. Outside of work, she enjoys spending time with her family and friends, weekends on the lake, and traveling. 

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