Financial Planning Assistant
As Financial Planning Assistant, Matt assists Planner Associates with analysis and preparation for client meetings, updates clients’ financial plans, and contributes to financial planning projects and research.
Matthew Ferrell joined The Next Level Planning Group to continue his passion for education and service. As a former professor of music, Matt brings his love of teaching and creativity to provide meaning in the lives of others. He earned his doctorate in choral conducting from the University of Miami in 2010. He is currently working towards completion of his CFP® designation and is thrilled to work with and learn from the experts at TNLPG.
In his personal time, Matt enjoys cooking, craft beer, and hosting friends and family at home. He is at his happiest when visiting national parks and spending time in nature with his wife Deb and two children, Ezra and Adeline.