Matthew Heeter

Matthew Heeter,  has made his mark within the company since joining them in 2018. Matt works with individuals, families and small business owners, helping them create comprehensive, holistic, financial plans. Matts holistic approach allows for him to assist his clients in other areas beyond the scope of investment management. Helping his clients feel financially secure and showing them how they can achieve certain goals, Matt offers his clients peace of mind.

A graduate of Salve Regina University, where he found his love for financial planning.  Matt was also 4-year member of the Men’s Lacrosse team, founder of the Investment Club and the president of the Accounting & Finance Club.

Outside of work you can find Matt volunteering his time around his community. As a Treasurer of the Southold Lions Club, operator of his own local charitable group, Matt spends a lot of time giving back to those who are in need. A recpient of the LIBN 30 under 30 award Matt dedicates himself to his work and his community. 

When Matt isn't working in the office he enjoys spending his free time golfing in the summer and snowboarding in the winter. A native to Long Island his whole life, Matt currently resides in Wading River. 

Phone (631)961-5432
Fax (631)961-8795