Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
Matthew H. Eaton, CLU, ChFC, CFP®, has more than 30 years of financial planning and investment strategy experience. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into a recognized financial planning software programs. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial.
Prior to entering the financial services industry, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He earned a BS degree at the United States Military Academy, West Point, NY.
Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and one grandchild.