Matthew Eaton, CFP®, CLU, ChFC
Director of Case Development
Matt Eaton has more than 40 years of financial industry experience. He helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning and executive benefits. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.
Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and six grandchildren.