Matthew Teel, CFP®, CLU®
Life Products Director
Matthew is a valued resource in complex life, disability, and long term care insurance plan design. He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and executive benefits. Matthew is a graduate of the University of Connecticut with a degree in business and technology.