{"id":1321,"date":"2021-12-08T17:12:54","date_gmt":"2021-12-08T17:12:54","guid":{"rendered":"http:\/\/tbradyandassociates.com\/site\/?page_id=1321"},"modified":"2025-12-17T18:11:09","modified_gmt":"2025-12-17T18:11:09","slug":"our-team-matthew-m-mckenzie","status":"publish","type":"page","link":"https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-matthew-m-mckenzie\/","title":{"rendered":"Our Team &#8211; MATTHEW M. 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_builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;BIO&#8221; _builder_version=&#8221;4.27.4&#8243; header_font=&#8221;|700|||||||&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; use_border_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>MATTHEW M. MCKENZIE, CLU, ChFC<br \/><\/strong><\/h1>\n<h3><strong>CEO &amp; Principal\u00a0 <\/strong><\/h3>\n<p>As the CEO and Principal of Thomas Brady &amp; Associates, Matt sets the vision of the firm and leads the overall management and strategy of Thomas Brady &amp; Associates\u2019 national insurance practice. Since being appointed President, his direction has contributed to the continued growth and expansion of the firm. With over two decades of diverse industry experience, Matt specializes in the areas of business planning, estate planning and insurance placement. He works closely with the company\u2019s clients and strategic partners to develop custom opportunities and oversees the delivery of tailored solutions for the ever-changing needs of the firm\u2019s full range of clients, which include business owners, individuals, and families.<\/p>\n<p>Matt began his career in the insurance industry with New England Financial, where he worked in various roles such as New Business, Underwriting, Life Product Development and Advanced Marketing. After spending several years at the company, Matt moved into a distribution role as Regional Vice President with MetLife Investors, where he was responsible for estate and business planning concepts for both high net worth individuals as well as business clients. A frequent industry speaker, Matt has been nationally recognized for his distinguished accomplishments as a sales leader. He holds Chartered Life Underwriter\u00ae (CLU\u00ae) and Chartered Financial Consultant\u00ae (ChFC\u00ae) designations, among other licensing and insurance industry titles. Active in many charities, Matt is currently a board member of The Claddagh Fund, The Rose Bowl Legacy Foundation, Youk\u2019s Kids, and The Concussion Legacy Foundation.\u200b<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_testimonial url_new_window=&#8221;on&#8221; portrait_url=&#8221;https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_MCKENZIE_MATT.jpg&#8221; quote_icon=&#8221;off&#8221; portrait_width=&#8221;150&#8243; portrait_height=&#8221;150&#8243; admin_label=&#8221;PEOPLE: MATTHEW M. 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MCKENZIE,<br \/>CLU, ChFC*<br \/><\/strong>CEO &amp; Principal<\/p>\n<p>[\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; admin_label=&#8221;BIO&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;mailto:mmckenzie@tbradyandassociates.com&#8221; button_text=&#8221;Email Matthew&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;BUTTON: Email&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;https:\/\/tbradyandassociates.com\/site\/our-firm\/#OURTEAM-OFFICE&#8221; button_text=&#8221;Back to the Team&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;BUTTON &#8211; Back to Team (OFFICE)&#8221; _builder_version=&#8221;4.13.1&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#4C4C4C&#8221; button_bg_color=&#8221;#dad7c5&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;8px&#8221; button_use_icon=&#8221;off&#8221; global_module=&#8221;1317&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(48,48,48,0.88)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; button_text_color__hover_enabled=&#8221;on|hover&#8221; button_text_color__hover=&#8221;#dad7c5&#8243;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;BIO &#8211; Footnotes&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text disabled_on=&#8221;on|on|on&#8221; admin_label=&#8221;Disclosure&#8221; _builder_version=&#8221;4.19.1&#8243; text_font=&#8221;|||on|||||&#8221; text_font_size=&#8221;11px&#8221; header_font=&#8221;|700|||||||&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||5px||false|false&#8221; use_border_color=&#8221;off&#8221; disabled=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Securities Offered Through The Leaders Group, Inc. Member FINRA, SIPC. Thomas Brady &amp; Associates is a Separate Entity From The Leaders Group, Inc.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;FOOTNOTES&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.3em&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>*Registered to offer securities through Valmark Securities.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;SPACE&#8221; _builder_version=&#8221;4.16&#8243; height=&#8221;2px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;1px||1px||false|false&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; custom_width_px=&#8221;800px&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_divider show_divider=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; height=&#8221;0px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;FOOTER&#8221; _builder_version=&#8221;4.11.2&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_image=&#8221;https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; top_divider_style=&#8221;curve&#8221; top_divider_color=&#8221;#ffffff&#8221; top_divider_height=&#8221;50px&#8221; top_divider_flip=&#8221;vertical&#8221; global_module=&#8221;335&#8243; saved_tabs=&#8221;all&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;4&#8243; admin_label=&#8221;FOOTER &#8211; LOGO&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; custom_padding=&#8221;50px||0px||false|false&#8221; width_unit=&#8221;off&#8221; custom_width_percent=&#8221;100%&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/TBA-Logo-V_REV.png&#8221; title_text=&#8221;TB&#038;A-Logo-V_REV&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;450px&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_5,1_5,1_5,1_5,1_5&#8243; admin_label=&#8221;FOOTER &#8211; COLUMNS&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;BOSTON &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.20.0&#8243; text_font_size=&#8221;14px&#8221; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Boston, MA<\/strong><br \/>180 Canal Street<br \/>Suite 601<br \/>Boston, MA 02114<br \/>Phone: (617) 266-0019<br \/>Fax: (617) 266-0087<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;SAN FRANCISCO &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.20.0&#8243; text_font_size=&#8221;14px&#8221; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>San Francisco, CA <\/strong><br \/>120 N. El Camino Real<br \/>San Mateo, CA 94401<br \/>Phone: (650) 347-0276<br \/>Fax: (617) 266-0087<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;NEW YORK &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.20.0&#8243; text_font_size=&#8221;14px&#8221; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>New York, NY<\/strong><br \/>112 W. 34th Street<br \/>Suite 1700<br \/>New York, NY 10120<br \/>Phone: (617) 266-0019<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;GRAND RAPIDS &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.20.0&#8243; text_font_size=&#8221;14px&#8221; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Grand Rapids, MI<\/strong><br \/>171 Monroe Avenue NW<br \/>Suite 800<br \/>Grand Rapids, MI 49503<br \/>Phone: (616) 719- 5007<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;AKRON &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.20.0&#8243; text_font_size=&#8221;14px&#8221; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Akron, OH<\/strong><br \/>130 Springside Drive<br \/>Suite 103<br \/>Akron, OH 44333<br \/>Phone: (617) 266-0019<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;FOOTER &#8211; DISCLOSURE&#8221; _builder_version=&#8221;4.18.0&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_image=&#8221;https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_module=&#8221;340&#8243; saved_tabs=&#8221;all&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row admin_label=&#8221;DISCLOSURE&#8221; _builder_version=&#8221;4.18.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.20.0&#8243; text_font=&#8221;|300||on|||||&#8221; text_text_color=&#8221;#f4f4f4&#8243; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Securities Offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/www.finra.org\/\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201\u00a0<strong>Thomas Brady &amp; Associates<\/strong> is a Separate Entity From Valmark Securities, Inc.\u00a0Neither <strong>Thomas Brady &amp; Associates<\/strong> nor Valmark Securities, Inc. provides legal or tax advice. <\/p>\n<p>To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.<\/p>\n<p>Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.<\/p>\n<p><a href=\"https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/Valmark_Form_CRS.pdf\" target=\"_blank\" rel=\"noopener\">View Valmark&#8217;s Customer Relationship Summary<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Meet the TeamMATTHEW M. MCKENZIE, CLU, ChFC CEO &amp; Principal\u00a0 As the CEO and Principal of Thomas Brady &amp; Associates, Matt sets the vision of the firm and leads the overall management and strategy of Thomas Brady &amp; Associates\u2019 national insurance practice. Since being appointed President, his direction has contributed to the continued growth and expansion of the firm. With over two decades of diverse industry experience, Matt specializes in the areas of business planning, estate planning and insurance placement. He works closely with the company\u2019s clients and strategic partners to develop custom opportunities and oversees the delivery of tailored solutions for the ever-changing needs of the firm\u2019s full range of clients, which include business owners, individuals, and families. Matt began his career in the insurance industry with New England Financial, where he worked in various roles such as New Business, Underwriting, Life Product Development and Advanced Marketing. After spending several years at the company, Matt moved into a distribution role as Regional Vice President with MetLife Investors, where he was responsible for estate and business planning concepts for both high net worth individuals as well as business clients. A frequent industry speaker, Matt has been nationally recognized for his [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":315,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\r\n<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>\r\n<!-- \/wp:paragraph -->\r\n\r\n<!-- wp:quote -->\r\n<blockquote class=\"wp-block-quote\"><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. 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Have fun!<\/p>\r\n<!-- \/wp:paragraph -->","_et_gb_content_width":"","footnotes":""},"class_list":["post-1321","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/pages\/1321","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/comments?post=1321"}],"version-history":[{"count":18,"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/pages\/1321\/revisions"}],"predecessor-version":[{"id":2697,"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/pages\/1321\/revisions\/2697"}],"up":[{"embeddable":true,"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/pages\/315"}],"wp:attachment":[{"href":"https:\/\/tbradyandassociates.com\/site\/wp-json\/wp\/v2\/media?parent=1321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}