Matthew Whitaker

Matt is a lifelong Richmond resident and received his undergraduate degree from Hampden-Sydney College and his MBA from Virginia Commonwealth University. After completing college, Matt completed a management training program in the retail banking industry. Since then, he has spent his 25+ year career in the investment business and holds the Series 7, Series 63, Series 65, and Life & Health Insurance licenses.

After working at several wirehouse and regional brokerage firms, he has enjoyed the freedom and flexibility of working with an independent financial services firm such as Pinnacle First Financial Group. Matt works with individual clients and business owners on a wide range of financial issues, including retirement planning, retirement income strategies, asset allocation, education planning, and estate planning.

Matt has a son, Kendall, and a daughter Lucy. He enjoys sports of all kinds, especially watching his children compete. In his spare time he can be found exercising, playing racquet sports, playing golf and spending time with his children.