Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
Matt Eaton has more than 30 years of financial services experience. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits. He also helped develop a sophisticated retirement distribution and asset allocation model incorporated into a recognized financial planning software program.
Prior to joining Evergreen, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, 22, and 63 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.
Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and one grandchild.