Meet the Team


Matthew McKinnon

Associate Wealth Advisor


  • Bachelor of Science in Finance, University of New Hampshire


Matthew brings 5 years of experience supporting and nurturing client relationships. Daily, he works to streamline processes, enhance operational efficiency, provide personalized support, and proactively resolve client issues. He believes in the importance of staying up to date on industry trends and applying strategic solutions to meet each client’s unique goals.

Matthew works to foster a client-centric culture, maintain strong partnerships, and ultimately, drive service excellence and exceed client expectations.

He received his Bachelor of Science at the University of New Hampshire, majoring in Finance. In his free time, Matthew enjoys traveling, working out, and training Ju-Jitsu.

Awards & Honors