Meet Matt
Matt is a Tax Manager based in Buford, Georgia. He joined Mercer Advisors in 2019 through the acquisition of AL Hewitt, Inc. where he served for 17 years as Tax and Financial Advisor. Matt earned a B.A. degree in religious studies from West Coast Baptist College, and he is an IRS enrolled agent (EA), Accredited Asset Management SpecialistSM, and Accredited Wealth Management AdvisorSM. Matthew finds motivation in helping clients make confident financial decisions through proactive tax planning and showing them how integrated tax solutions can help them achieve their overall financial goals.
His working style
Matt is known for his practical approach to tax planning and his ability to freely communicate complex concepts in an easy-to-understand manner. He believes the most effective tax strategies integrate with a broader comprehensive financial plan. Matt is approachable, dependable, and committed to helping clients navigate complex financial decisions.
Matt in real life
What keeps you busy outside of work?
My wife, our four daughters, and I love to travel at every opportunity. Having visited 17 countries and most U.S. states, we enjoy experiencing new cultures, food, and natural wonders whenever we can.
Any words you try to live by?
Faith, family, integrity, and stewardship.
Why do you like working at Mercer Advisors?
I appreciate the team-based approach at Mercer Advisors, which allows me to focus on the client’s overall financial well-being.
Matt’s snapshots
Meet Matt’s Teammates
Andrew Medders
Partner
What Matt Says
Andrew does an excellent job helping clients connect their tax strategy to their broader financial plan. By working together, we are able to identify planning opportunities and proactively address potential issues for our shared clients.
Tom Lacock
Sr. Tax Manager
What Matt Says
Tom and I work closely to deliver tax planning and preparation services to clients throughout Georgia and the Southeast region. By working together, we can leverage multiple perspectives to identify tax planning opportunities and address complex tax situations as a team.
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