Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
With more than 35 years of financial services experience, Matthew H. Eaton, CLU, ChFC, CFP® is skilled at evaluating a client’s current financial position, modeling future scenarios, conceptualizing opportunities to improve the planning through application of advanced techniques, and forecasting the potential effects of those improvements.
Matt is highly experienced in financial planning, estate and charitable planning, business succession planning, and executive benefits. In addition to his role as Director of Case Development, he also serves as a curator and support resource for our CPA, Financial Institution, and Attorney network.
Among his achievements, Matt helped develop a proprietary retirement distribution and asset allocation software program originally conceptualized by Paul H. Brock, MSFS. The program is used by many sophisticated financial advisors, who find the model invaluable for making calculations required in advanced business, tax, and asset protection planning.
Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation. He also served as a 1st Lieutenant in the United States Army after graduating from the United States Military Academy in West Point, New York.
Matt is a past president of both his local Society of Financial Service Professionals and his Chapter of the Association of Insurance and Financial Advisors
Residing with his wife, Seonaid, they have three adult children and one grandchild.