Matt Pontes

It's not every day you find someone who seamlessly combines a stellar academic background, rigorous financial credentials, a love of football and boating, and heartfelt family values. Meet Matt Pontes is no doubt an exciting inspiration for anyone, no matter their age or position in life, striving to balance their career ambitions with their passions outside work.

Matt eloquently refers to himself as an American Mutt. No matter where you hail from, chances are he has lived near, or, at the very least, spent considerable time in your part of our beautiful country. Matt can afford these opportunities to relate with most anyone having been raised a Navy Brat, a grandfather that served in the Navy, and a younger brother currently serving in the Navy.

Matt took his first steps towards his illustrious career at the distinguished United States Air Force Academy. A revered educational institution known for shaping leaders of our nation. When most people his age were worrying about annual prom dates, Matt was already plotting the course of his future in the business world. And football. Let’s be real. Matt was fortunate enough to play for 4 out of 5 years (he was a Preppie - Go Huskies), before having to concentrate on healing his body.

His academic journey continued at Old Dominion University, Virginia, a place known for its commitment to innovation and courageous thinking. Matt earned his Bachelor of Science degree in Business Administration here, setting the foundation for his future achievements in the financial world. Not only a double major, Matt is also a member of Omicron Delta Epsilon, an International Economics Honor Society.

But Matt’s academic thirst didn’t end there. His drive to continually improve led him to further his education at Georgetown University. Known worldwide for its prestigious programs and unrivaled network of alumni leaders, it was here that Matt acquired his Masters of Science in Finance, adding another gem to his already glowing educational vista.

And if you thought the impressive academic line-up was the end of Matt's feats, think again. He went out and secured the Series 65 securities license, a stepping stone that allows him to provide sound investment advice to those who need it. "Keeping up with the ever-changing financial landscape and making a tangible difference in people's lives – that’s what excites me” shares Matt, his passion for finance as clear as day.

Being a firm believer in staying ahead of the curve, Matt acquired extensive insurance licenses as well. This financial star doesn't stop just there - he holds the Accredited Investment Fiduciary designation, a testament to his commitment to his clients' best interests.

Financial acumen aside, Matt has a relatable side that perfectly balances his professional persona. A die-hard football fan, he often swaps the spreadsheets for a pre-game tailgate and stadium. He’s a man who knows the value of downtime, gaining energy from the thrill of the game. But Matt doesn’t limit his passion to the field; he carries it to the water as a boating enthusiast. A perfect day for Matt involves his boat, the open water, and the serene beauty of nature.

Family is the cornerstone of Matt’s life. He is a devoted family man, often setting the benchmarks too high with his unwavering commitment to family values. Whether he’s advising top-notch clients on their finances or taking time for a cozy family dinner, Matt reminds us that it's possible to create a balanced, fulfilling life.