Matthew Gilmore

Matthew Gilmore

Principal

Matthew Gilmore has assisted clients with insurance and financial planning needs since 2003. Matthew has focused on building a team and services that focus on an independent consulting approach to insurance and other financial planning engagements. Matthew works extensively in the area of trust owned insurance planning and oversight.

Matthew holds a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania, and a BA from the University of Virginia.