Vice President at F&M Bank
Infinex Financial Advisor with F&M Financial Services, Inc.
Originally from Bridgewater, I graduated from Turner Ashby High School and Radford University. I now call Ottobine, VA home with my wife, Lindsay, and our two daughters. Outside the office, I enjoy sports, remaining active with my church, and supporting local organizations in the Shenandoah Valley.
What’s the most rewarding part of your work?
I enjoy being a problem solver for my clients. At the end of the day if the client has an issue or problem, they are looking to me for the solution. It is not an exact science but being able to customize each plan for every client is extremely exciting and rewarding.
How can residents of the Shenandoah Valley area benefit from working with a financial advisor?
The Shenandoah Valley is filled with a diverse population of workers, families, and communities. We are growing at a very fast rate and becoming even more diverse. A financial advisor is well positioned to provide a level of advice and expertise in the form of finances that can greatly benefit the population. If interested in learning more, check out my “Ask a Financial Advisor” Q&A.
Having a trusted name and person to go to is something more and more people are seeking. In this complex world of speed and efficiency it is easy to understand why people tend to neglect their finances and only focus on what they need to accomplish each day. Working with an advisor is a way to relieve some of that financial burden but more so a way to find a partner in your financial story. I want to walk along with you, not lead.
What fees would come with having a financial advisor?
Fee structures are changing and evolving. The emergence of technology platforms that give purchasing power to the consumer are becoming very popular. At F&M Financial Services, we discuss your options that range from traditional transaction-type of accounts, to individualized portfolios, to managed model programs that can have multiple associated third parties. Regardless of your investment choices, we understand that these discussions can feel intimidating, which is why we are always transparent about the process and the associated fees.
Contact Matt Robinson
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, product, or other service offered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, & they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other advice. Ramsey Solutions does not receive, control, access, or monitor client funds or accounts. Ramsey Solutions does not warrant any services of SmartVestor Pros & makes no promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion & risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Infinex Investments, Inc. does not endorse and is not associated with Dave Ramsey or the SmartVestor program.