Matt is a 29-year financial services professional with a genuine passion for helping clients achieve their financial aspirations. Matt holds the Chartered Retirement Planning Counselor (CRPC) designation, along with Series 7, 63, and 65 licenses, showcasing his commitment to excellence in the financial industry. In addition to his securities licenses, Matt also holds his life and health insurance licenses and has earned the Five Star Wealth Manager award from 2013-2023.
Matt began his financial services journey with Ameriprise Financial, where he gained invaluable experience and laid the foundation for his client-centric philosophy. Graduating in 1991 with a bachelor's degree in Business Administration from Eastern CT State University. He has continually honed his skills to navigate the intricacies of the financial landscape.
He focuses on a collaborative approach to financial planning and investment advice. He enjoys working closely with clients and developing personalized strategies that align with their unique goals. His dedication to understanding individual needs ensures that each client receives tailored advice and a roadmap for financial success.
Beyond the world of finance, Matt finds joy in his roles as a husband and father. Married to his wife, Leonora, they have built a home in South Kingstown, where they raise their two boys, Lucas and Cameron. The Crook family also includes a furry member, their beloved dog Yoplait.
Matt's commitment to family extends beyond the home, as he dedicated over a decade to volunteering and coaching his sons' baseball and basketball teams. This experience reflects his passion for fostering community and nurturing the growth of young minds.
In his well-deserved spare time, Matt indulges in a variety of interests. A sports enthusiast, he enjoys staying active through activities like fishing, mountain biking, and boating. His appreciation for cars adds an extra dimension to his hobbies.
His journey as a financial services professional is not just about numbers; it's a story of collaboration, dedication, and a genuine desire to see his clients succeed. He is not just a financial advisor – he's a trusted partner in the pursuit of financial well-being.
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