Meet Matt
Matt is a Sr. Wealth Advisor based in Macon, Georgia. He began his financial planning career in 2006, working extensively with health care professionals. He managed the pension plan for Atrium Health Navicent, one of the largest health care retirement plans in Georgia, gaining deep experience in retirement planning and institutional investment management. In 2013, Matt joined Day & Ennis and became a partner in 2018, focusing on the unique needs of small business owners. He is a CERTIFIED FINANCIAL PLANNER® professional. Matt earned a B.S. degree and a MBA from Georgia Southern University.
Matt’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matt has focused experience in these areas:
- Support through acquisitions and mergers, including liquidity events and sudden wealth
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Family businesses navigating succession, liquidity, and legacy goals
- Advising physicians with insurance, debt, and investment strategies
- Navigating the financial realities of chronic illness with long-term, adaptive strategies
His working style
Matt focuses on asking questions and thoroughly understanding each client’s goals and concerns to help ensure that all solutions lead to reassurance.
Matt in real life
What makes you tick?
I love taking complex topics that are intertwined and developing a plan that helps people have confidence.
What keeps you busy outside of work?
When not working, I spend time with my wife, Jennifer, and our son, Stone. I can also be found with a golf club or a fly rod in my hand.
Any words you try to live by?
The future depends on what you do today.
Matt’s snapshots
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