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Matt Stevenson brings an analytical mind and a caring heart to retirement planning. With a master’s degree in psychology and years in financial services, he takes the time to understand each client’s unique path.
Matt believes in balance—protecting what you’ve built, generating reliable income, and supporting long-term growth.
He loves sports (especially his Hokies!), playing basketball, and spending time outdoors with his family and toy schnauzers, Penny and Luna.
