Matthew “Matt” McCain

“Research your own experience: absorb what is useful, reject what is useless, add what is essentially your own.” – Bruce Lee

Transitioning from the medical field, Matt took his passion for helping others to another level when he joined our team in March 2025. As a Client Service Specialist, he cultivates unique relationships with individuals and families, supporting them through their financial journeys with thoughtful guidance and attention. On the day-to-day, Matt supports our seamless operations by ensuring open communication through email check-ins, leading meetings and reviewing financial documents.

Outside of work, Matt finds joy in being involved in his community, from participating in food drives to volunteering for the Salvation Army. He also loves outdoor activities and can usually be found perusing a local farmer’s market.

Education

• Liberty UniversityBachelor's of Science in Exercise Science