Matt began his career as a financial advisor in 2001. He works primarily in the medical community helping physicians and pharmacists with their financial planning. Matt is a 2001 graduate of Milligan College where he was a member of the men's baseball team. In 2009, he was conferred the Chartered Financial Consultant designation from the American College in Bryn Mar, Pennsylvania. In 2010, he received his Chartered Life Underwriter designation. In 2014, he became a Certified Financial Planner after passing the CFP® board exam. He currently holds a series 6, series 7, series 63, and series 66 investment license. In his free time, he enjoys golf, tennis, and hunting. He lives in Johnson City with his beautiful wife Shawna and their son Elijah.
trivett wealth management
Leah graduated from East Tennessee State University in 2015 with a Bachelor of Science in Mass Communications. She is originally from Nashville, TN, but has grown to love East Tennessee over the years. She and her husband currently live in Gray with their dog, Daisy.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of: AR, FL, GA, IA, IL, KS, KY, MD, MO, NC, NY, SC, TN, TX, and VA. Securities offered through Securities Service Network, LLC, Member FINRA/ SIPC. Fee-based advisory services are offered through SSN Advisory, Inc, a registered investment advisor. These services are available only to residents of TN and TX.