Matt Dolan
Operations Manager
Matt manages all client services and business administration and is working towards becoming a fully licensed Associate Financial Planner. He assists with meeting prep, applications, practice management, business processing, service processes, and more. Coming from a background of sales, he works very well with meeting and servicing clients and providing excellent customer service.
Matt is a graduate of Bentley University in Waltham, MA and had spent 3 years prior to this role working in insurance operations so he is very well versed in the insurance world and how it works. He resides in Lincoln, Massachusetts with his girlfriend. He enjoys traveling and basketball and spends a lot of time in South Florida.