Patrick Matthews

Managing Director

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Professional Associations

 Patrick Matthews is involved with the National Association of Insurance and Financial Advisors (NAIFA).

The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

He is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

 

Years of Experience

Representing Northwestern Mutual since 2002.

Education

Degree Major Institution
BBA Marketing/Finance Southern Methodist University
BBA Organizational Policy Southern Methodist University

Awards and Recognition

 

National Quality Award 2004, 2007-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2009

Award recognizing performance

 

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