MATTHEW M. MCKENZIE, CLU, ChFC
CEO & Principal
As CEO and Principal of Thomas Brady & Associates, Matt McKenzie provides strategic leadership and sets the vision and direction for the firm’s national insurance practice. Since assuming the role of President, Matt has played a key role in the firm’s continued growth, expansion, and development. With more than two decades of experience across the insurance and financial services industries, he brings extensive expertise in business planning, estate planning, insurance placement, and the development of sophisticated insurance solutions.
Matt works closely with clients and strategic partners to identify opportunities, develop customized strategies, and oversee the delivery of tailored solutions designed to address the evolving needs of business owners, individuals, and families. His collaborative and solutions-oriented approach enables the firm to deliver highly personalized service and strategic guidance across a broad range of client needs.
Matt began his career with New England Financial, where he held a variety of roles spanning New Business, Underwriting, Life Product Development, and Advanced Marketing. He later transitioned to the distribution side of the industry, serving as Regional Vice President with MetLife Investors. In that role, he provided advanced estate and business planning guidance to financial professionals and their high-net-worth individual and business-owner clients.
A frequent industry speaker, Matt has been nationally recognized for his accomplishments as a sales and business leader. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, in addition to numerous professional licenses and industry credentials.
Matt is also committed to supporting charitable and community organizations. He currently serves on the boards of The Claddagh Fund, The Rose Bowl Legacy Foundation, Youk’s Kids, and the Concussion Legacy Foundation.
MATTHEW M. MCKENZIE,
CLU, ChFC*
CEO & Principal
*Registered to offer securities through Valmark Securities.
Boston, MA
180 Canal Street
Suite 601
Boston, MA 02114
Phone: (617) 266-0019
Fax: (617) 266-0087
San Francisco, CA
120 N. El Camino Real
San Mateo, CA 94401
Phone: (650) 347-0276
Fax: (617) 266-0087
New York, NY
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: (617) 266-0019
Grand Rapids, MI
171 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503
Phone: (616) 719- 5007
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.
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