Introducing Matthew Huddleston – Retirement Plan Consulting

Matthew Huddleston has spent nearly 30 years helping people turn
financial goals into realities half of it at Fisher\SMB^TM. He puts all this
experience and know-how to work for small and mid-sized businesses,
helping owners and executives see the bigger picture of how their
retirement plan changes employees’ lives.

Matthew’s expertise spans:

• Analyzing and improving retirement plans.
• Managing and motivating teams.
• Collaborating with business leaders and connecting with employees.

Matthew began his career at a small investment bank that helped
technology companies go public. He then went to Morgan Stanley, where
he was an advisor and manager. He came to Fisher\SMB in 2010 to pursue
his mission of helping businesses get more from their retirement plan.

At Fisher\SMB, Matthew is a listener and a connector. He’s seen it all in the
retirement planning industry and has a deep toolbox to help businesses
craft the right plan for them. He also knows what employees need and
delivers a level of service that goes beyond expectations. With Matthew,
businesses get a plan consultant who won’t settle for anything less than his best.

I believe that employees, no matter how big the company they work for, should have a first-class plan.