Dave Matson

About Dave

Dave Matson came from New York with a simple approach: treat your clients like friends and family. He knows what it means to need someone you can trust in an area outside your expertise, and he takes that responsibility seriously.

For Dave, the job is about the long game — building relationships that last, finding things clients didn't know they needed, and making sure they have real peace of mind. His advice: give him fifteen minutes to make sure your assets and family are properly taken care of. The core value he leads with is "Treat Others as You Want to Be Treated," and he lives it beyond the office through regular random acts of kindness.

Outside of work he exercises, spends quality time with family, and escapes to Key West when he needs a true reset. He's a New York pizza loyalist, which tells you something about his standards. His favorite advice: it never gets easier. You just get better.