An Experienced Team
This is an overview description of the team’s focus and experience. This should also include the mission statement and/or corporate vision.
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R. Matthew Visser
Co-Founder
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Matt Visser, founding partner, brings 14 years of experience in the financial services industry. With his experience and education (Westminster College B.A. Business Administration), Matt brings unique insight and strategies to his ever increasing clientele. Particular strategies include: Qualified Plans, Sec. 79 and Deferred Compensation Plans, Business Success Planning, Tax Reduction Strategies, Estate Planning, Captive Insurance and Premium Finance. Most importantly, Matt’s client focused mentality enables his clients to take control of their own financial futures. Mr. Visser has enjoyed his involvement with several different industry associations and groups including, GAMA, NAIFA, Million Dollar Round Table, NL Life Presidents Club and NL Chairman’s Club. When he is not working in the firm, Matt enjoys being involved with family and the community at large. If he is not in the mountains exploring somewhere, you will find him coaching youth sports; such as, football and basketball. Considering his business, church and civic involvement; Matt enjoys his time with his wife Tami and their two kids Emily and Isaac the very most. |
Andrew Patten
Co-Founder
Coming soon.
