Matthew Valentine

Wealth Advisor

Matt is an individual who has always enjoyed helping others and has been in the Financial Industry since 2011. He began his career at MassMutual as a Career Agent where he fell in love with being a Team member for his Business Clients. It wasn’t until the unexpected passing of his beloved wife Heather in 2015 that he gained firsthand knowledge of the importance of having a financial plan in place.

Matt loves being a Wealth Advisor, because of all the flexibility to help clients better understand their options and strategies when it comes to tools such as; 401k plans, Simple plans, SEP plans, IRA’s, Alternative Investments,  Disability, Long Term Care and Life Insurance to name a few.

Matt is a Native Idahoan who grew up in the swimming pool. These days you will find him close to any water activity, on the beach, behind the boat or below the water’s surface. In addition to Wake Surfing, Skiing and Scuba Diving he likes to Golf. He and his wife Annie, reside in Meridian Idaho where they are raising three teenage girls, whom are the last of their 7 children.

Additional Info:

Fantasy Job: Scuba Dive Master
Secret Talent: Can say and sing the Alphabet backwards.
Favorite Vacation: Hiking and Diving in Italy
Favorite Book: Rich Dad, Poor Dad
Favorite Movie: Tombstone, Braveheart
Best Financial Advice Ever Received:
Pay yourself first
Describe Your Personality In One Sentence:
Gentle Giant
Place You’d Most Like To Visit: Great Barrier Reef
Item On Your Bucket List: Time on a live-aboard dive boat
Biggest Accomplishment:
My Kids and Bonus Kids
Favorite Quote:
"Eighty percent of success is showing up" - Woody Allen
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