Matt Dalton, founder:

In addition to a Bachelor of Business Administration in Accountancy from Notre Dame University, Matt earned a certificate in Financial Planning from Bryant University. Matt's wealth of business experience, including owning his own materials handling business, managing a $50M manufacturing corporation and establishing two start-up insurance companies, provides unique perspective when advising clients. He is a licensed personal and commercial insurance producer as well as a licensed sales consultant for life, health, disability and long-term care insurance.

Matt participated in intercollegiate athletics and coaches little league, soccer and youth basketball teams.