“Matt Trivett has been my financial advisor for over a decade, and I credit him for helping me make savvy and informed decisions about my financial portfolio. Matt has particular expertise in helping physicians navigate sound financial decisions in the ever-changing industry of healthcare. I highly recommend him and will continue utilizing his financial wisdom with my career and estate planning.”

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This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.