Matthew McKenzie

Insurance Specialist

As the President and Principal of Thomas Brady & Associates, Matt sets the vision of the firm and leads the overall management and strategy of the national insurance practice.

With nearly two decades of diverse industry experience, Matt specializes in the areas of business planning, estate planning, and insurance placement. He works closely with the company’s clients and strategic partners to develop custom opportunities and oversees the delivery of tailored solutions for the ever-changing needs of the firm’s full range of clients, which include business owners, individuals, and families.

Matt began his career in the insurance industry with New England Financial, where he worked in various roles including new business, underwriting, life product development, and advanced marketing. After spending a number of years inside the insurance company, Matt moved into a distribution role as Regional Vice President with MetLife Investors, where he was responsible for estate and business planning concepts for both high net worth individuals as well as business clients.

Personal: Active in many charities, Matt is currently a board member of The Claddagh Fund, Youk’s Kids, The Concussion Legacy Foundation, and The Flutie Foundation.

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Strategies Wealth Advisors is an SEC registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified tax professional before implementing any strategy discussed herein.