Meet Matt!
With a passion for improving people’s lives, Matt has made it his mission to support business owners in navigating the complex process of aligning their family and business for generational wealth. Recognizing that many owners get caught up in day-to-day operations, Matt provides them with the guidance and support they need to focus on the bigger picture and plan for the future, ensuring the legacy they’ve built continues to thrive.
In addition to his professional achievements, Matt is the host of the impactful podcast “Your Business, Your Life,” where he shares valuable insights and interviews experts to help business owners achieve success and balance their entrepreneurial journeys. With over 70 episodes and counting!
Beyond his work, Matt finds joy in various pursuits. He unleashes his creativity by preparing inventive meals and finds relaxation in playing tennis. Giving back to his community is of great importance to Matt, as he volunteers in his parish, supporting Youth Ministry, RCIA, and Financial Counseling initiatives. As an avid foodie and voracious reader, he constantly seeks new knowledge and experiences. However, above all, Matt cherishes spending quality time with his wonderful wife, Anne, and their four sons, cherishing the role of a devoted family man.
Our extensive virtual Administrative Team provides top-notch client support, and we work with your personal tax and legal professionals to coordinate and implement the solutions you need. In addition, we also partner with experts in specific areas to provide you with customized solutions to your specific need. Some of these Strategic Partners include:
Beth Walker
Beth Walker is the founder of the Center for College Solutions, which has been guiding families through the uncertainties of college planning for over a decade. By gathering together experts that address the 12 key areas of successfully planning for getting into, paying for and thriving in college, CCS is a resource for families all over the US to be able to reduce the cost, complexity and confusion regarding all things college.
Beth Walker is not affiliated with High Lift Financial
Charis Santillie, CFLC, CFT
Charis Santillie is a Fulfillment & Life Transition Coach and host of the Charis Your Life® podcast. She is also a speaker, Certified Fearless Living® Coach, Certified Fearless Trainer, and Positive Intelligence® Trainer and has been an entrepreneur for over twenty years. A hot air balloon accident when Charis was nineteen left her Dad paralyzed with a broken neck and led her Mom to become an alcoholic. Charis managed her internal crisis by staying ridiculously busy. She now helps high achievers live life with passion, clarity, and purpose as they navigate life’s seasons.
Fulfillment & Life Transition Coach
Kate Seastone
Kate Seastone specializes in advanced planning for business owners and key employees using non-qualified solutions to supplement and augment their businesses and lifestyle plans. She is a CERTIFIED FINANCIAL PLANNER® and an MBA who established Simplicit Financial in 2009.
Kate Seastone is not affiliated with High Lift Financial
The health insurance place
American Insurance Marketing opened their doors in 1979, founded by Joe Fortunato. The original focus of the agency was primarily on Medicare, Supplemental plans, and group health plans, with some additional business generation via Annuity and Life insurance policies. Over the years the business has continued to grow in reputation, adding group health coverage with all major and regional carriers, including UPMC, Highmark, Empower3, Geisinger, United, Aetna, and Cigna. To date, American Insurance Marketinag manages health benefits for hundreds of companies and thousands of lives across Pennsylvania.
The Health Insurance Place is not affiliated with High Lift Financial
Micah Shilanski
Micah Shilanski is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping federal employees get the most out of their retirement benefits. He is a regular author for FedSmith.com, and founder of Plan-Your-Federal-Retirement.com. Federal Employees from across the nation (and even those stationed overseas) have called Micah when they needed help with their federal retirement benefits.
Micah Shilanski is not affiliated with High Lift Financial
Jennifer Patterson
Jennifer Patterson is a pioneer in cross-border personal finance and founder of Patterson Partners Ltd., an independent financial advisory firm specializing in cross-border tax and financial planning for families with U.S. connections. Jennifer has advised clients from around the world whose net worth ranged from negative six figures to tens of millions across multiple countries and currencies. You can meet Jennifer at crossborderliving.com.
Jennifer Patterson is not affiliated with High Lift Financial
Eileen Graham
Eileen Graham is an elder care advisor who assists the individual, family member or referral source in finding the best solutions for their loved ones as well remain professional and caring in the entire process. With 20 years’ experience in the long-term care industry, she can assist you in finding benefits and services you may be entitled to, help you find in-home care, and to help you in the moving process if you require an assisted living, independent living, personal care home or memory care communities.
Eileen Graham is not affiliated with High Lift Financial
Melissa R. Eckroth
Melissa R. Eckroth, MS provides masters level counseling to individuals, couples and families dealing with life transitions that impact their overall wellbeing and desire for stress-free living. Transitions may include job change, divorce, empty nest, physical illness, injury and aging. Melissa offers a confidential, safe environment that is client-focused and walks with you on a path to healing and more peaceful living. Melissa offers confidential, client-focused counseling and will walk with you on a path to healing and more peaceful living.
Melissa R. Eckroth is not affiliated with High Lift Financial
Terry Deitz
Terry Deitz has over 20 years in sales and marketing management and he specializes in providing organizations training for their sales organizations and in the development of marketing programs to grow their businesses. His experience in the broadcasting industry has given him the opportunity to develop marketing campaigns for a wide variety of businesses.
Terry Deitz is not affiliated with High Lift Financial
Britt Schroeter
For over 25 years Britt Schroeter has helped individuals, families and partnerships diversify their business holdings through franchise ownership. She will help you sort through the myriad of options and help you find the best match based on a systematic, logic based, financially-focused approach. Her services are free, as she is paid by the franchisors for helping to identify appropriate talent. Britt holds a degree in Education and an MBA from Johns Hopkins University and has spent her entire career as a franchise owner, franchise executive, and franchise consultant.
Britt Schroeter is not affiliated with High Lift Financial
Humans Being Resources, Inc.
Humans Being Resources, Inc. offers Flat-Fee based Recruiting Services that specialize in Professional-Level Positions from Reception & Administrative to Department Managers. Their My1Hire Recruiting Packages are Small Business Friendly and focused around the available time investment and monetary budgets of Small Business Owners. They have created their unique services with the philosophy of hiring for the person, not just the position. You simply select the Recruiting Package that is right for you and they take it from there. HBR’s goal is to handle as much of the candidate sourcing and screening as possible so that you can focus on your daily business. And not only are they proven to be very effective at finding great New Hires for companies across the United States, but they also back their work with a candidate Guarantee. When you contact them, make sure to mention that you are affiliated with our Firm and they will provide you with a discount on any of their services!
Humans Being Resources, Inc. is not affiliated with High Lift Financial