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Matthew Oliver
Registered Service Associate

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“With a deep understanding of exceptional client service, I strive to treat our clients how I want to be treated.”

---------- Matthew ----------

Part of the team since 2004, Matt strives to help ensure that our clients receive the best service and feel like they are always a top priority. Determined, he has a conscientious commitment to customer service as he works to make sure all the “i’s” are dotted and “t’s” are crossed on behalf of clients as he works with each account.

Beginning his career at the Royal Park Hotel in Rochester Hills, Matt understands the importance of exceptional customer service and brings that expertise to our clients every day. Heading up our cash management programs, his responsibilities include handling online account needs through Investor Access, money transfers, linking outside assets, document organization and client communications.

Originally from Rochester Hills, Matt earned a bachelor’s degree in business administration with a major in finance from Walsh College. He lives in Sterling Heights with his wife, Mary, and their children, Alexander and Christian. He enjoys spending his free time with family and watching sports.