Matthew Whelan

Client Relationship Manager

Domicile State: GA

As Client Relationship Manager, Matthew is responsible for building and maintaining strong client relationships with our clients while our team collaboratively helps them achieve their financial goals. We consider our clients’ needs to be of the highest priority and believe in the value of long-term relationships, integrity, and uncompromised quality and Matthew is here to deliver on that promise.

Phone (912) 819-2443
Fax (912) 819-2576