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[\/et_pb_slide][\/et_pb_fullwidth_slider][et_pb_fullwidth_code admin_label=”HERO VIDEO URL – https:\/\/player.vimeo.com\/progressive_redirect\/playback\/629376438\/rendition\/1080p\/file.mp4?loc=external&signature=ddbbd6c18623321e4f109604304168163dd6ad50bba8721c9252cfb97a1deb02″ _builder_version=”4.20.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SPACE” _builder_version=”4.16″ background_color=”#dbdcdb” background_enable_image=”off” parallax=”on” parallax_method=”off” height=”2px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” top_divider_style=”curve” top_divider_color=”#dbdcdb” top_divider_height=”50px” bottom_divider_style=”curve” bottom_divider_color=”RGBA(0,0,0,0)” bottom_divider_height=”50px” collapsed=”off” global_colors_info=”{}”][et_pb_row admin_label=”SPACE” _builder_version=”4.16″ height=”2px” custom_margin=”0px||0px||false|false” custom_padding=”1px||1px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.16″ _module_preset=”default” height=”0px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SPACE – BETWEEN DIVIDERS” _builder_version=”4.16″ background_color=”#dbdcdb” background_enable_image=”off” parallax=”on” parallax_method=”off” height=”2px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” top_divider_style=”curve” top_divider_color=”#dbdcdb” top_divider_height=”50px” bottom_divider_style=”curve” bottom_divider_color=”RGBA(0,0,0,0)” bottom_divider_height=”50px” collapsed=”off” global_colors_info=”{}”][et_pb_row admin_label=”SPACE” _builder_version=”4.16″ height=”2px” custom_margin=”0px||0px||false|false” custom_padding=”1px||1px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.16″ _module_preset=”default” height=”0px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”OUR HISTORY” _builder_version=”4.16″ background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_stops=”#dcdbdc 0%|#ffffff 100%” background_color_gradient_start=”#dcdbdc” background_color_gradient_end=”#ffffff” background_enable_image=”off” parallax=”on” parallax_method=”off” bottom_divider_style=”curve” bottom_divider_color=”RGBA(0,0,0,0)” bottom_divider_height=”50px” collapsed=”off” global_colors_info=”{}”][et_pb_row disabled_on=”on|on|on” admin_label=”MEET THE TEAM” _builder_version=”4.16″ custom_padding=”150px||0px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HDR – Meet the Team” _builder_version=”4.16″ header_text_align=”center” header_font_size=”44px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”SPACE” _builder_version=”4.16″ height=”2px” custom_margin=”0px||0px||false|false” custom_padding=”1px||1px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.16″ _module_preset=”default” height=”0px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ admin_label=”BIO” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”BIO” _builder_version=”4.27.4″ header_font=”|700|||||||” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” locked=”off” global_colors_info=”{}”]<\/p>\n
As CEO and Principal of Thomas Brady & Associates, Matt McKenzie provides strategic leadership and sets the vision and direction for the firm\u2019s national insurance practice. Since assuming the role of President, Matt has played a key role in the firm\u2019s 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.<\/p>\n
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.<\/p>\n
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.<\/p>\n
A frequent industry speaker, Matt has been nationally recognized for his accomplishments as a sales and business leader. He holds the Chartered Life Underwriter\u00ae (CLU\u00ae) and Chartered Financial Consultant\u00ae (ChFC\u00ae) designations, in addition to numerous professional licenses and industry credentials.<\/p>\n
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\u2019s Kids, and the Concussion Legacy Foundation.<\/p>\n
<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_MCKENZIE_MATT.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: MATTHEW M. MCKENZIE” _builder_version=”4.27.4″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2744″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n
MATTHEW M. MCKENZIE, [\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ admin_label=”BIO” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”mailto:mmckenzie@tbradyandassociates.com” button_text=”Email Matthew” button_alignment=”center” admin_label=”BUTTON: Email” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/#OURTEAM-OFFICE” button_text=”Back to the Team” button_alignment=”center” admin_label=”BUTTON – Back to Team (OFFICE)” _builder_version=”4.13.1″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_module=”1317″ saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”BIO – Footnotes” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|on|on” admin_label=”Disclosure” _builder_version=”4.19.1″ text_font=”|||on|||||” text_font_size=”11px” header_font=”|700|||||||” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||0px||false|false” custom_padding=”||5px||false|false” use_border_color=”off” disabled=”on” global_colors_info=”{}”]<\/p>\n Securities Offered Through The Leaders Group, Inc. Member FINRA, SIPC. Thomas Brady & Associates is a Separate Entity From The Leaders Group, Inc.<\/p>\n [\/et_pb_text][et_pb_text admin_label=”FOOTNOTES” _builder_version=”4.19.1″ _module_preset=”default” text_font=”|||on|||||” text_font_size=”11px” text_line_height=”1.3em” locked=”off” global_colors_info=”{}”]<\/p>\n *Registered to offer securities through Valmark Securities.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”SPACE” _builder_version=”4.16″ height=”2px” custom_margin=”0px||0px||false|false” custom_padding=”1px||1px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.16″ _module_preset=”default” height=”0px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”FOOTER” _builder_version=”4.11.2″ background_color=”RGBA(0,0,0,0)” background_image=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg” parallax=”on” parallax_method=”off” top_divider_style=”curve” top_divider_color=”#ffffff” top_divider_height=”50px” top_divider_flip=”vertical” global_module=”335″ saved_tabs=”all” collapsed=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”4″ admin_label=”FOOTER – LOGO” _builder_version=”4.16″ width=”100%” custom_padding=”50px||0px||false|false” width_unit=”off” custom_width_percent=”100%” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/TBA-Logo-V_REV.png” title_text=”TB&A-Logo-V_REV” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”LOGO – WHITE” _builder_version=”4.16″ max_width=”450px” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ admin_label=”FOOTER – COLUMNS” _builder_version=”4.16″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” admin_label=”BOSTON – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n Boston, MA<\/strong> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” admin_label=”SAN FRANCISCO – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n San Francisco, CA <\/strong> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”NEW YORK – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n New York, NY<\/strong> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”GRAND RAPIDS – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n Grand Rapids, MI<\/strong> [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”FOOTER – DISCLOSURE” _builder_version=”4.18.0″ background_color=”RGBA(0,0,0,0)” background_image=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg” parallax=”on” parallax_method=”off” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_module=”340″ saved_tabs=”all” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”DISCLOSURE” _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text – FOOTER DISCLOSURE” _builder_version=”4.20.0″ text_font=”|300||on|||||” text_text_color=”#f4f4f4″ text_font_size=”11px” text_line_height=”1.6em” link_text_color=”#ffffff” text_orientation=”justified” background_layout=”dark” global_colors_info=”{}”]<\/p>\n Securities Offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201\u00a0Thomas Brady & Associates<\/strong> is a Separate Entity From Valmark Securities, Inc.\u00a0Neither Thomas Brady & Associates<\/strong> nor Valmark Securities, Inc. provides legal or tax advice. <\/p>\n 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 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
CLU, ChFC*
<\/strong>CEO & Principal<\/p>\n
180 Canal Street
Suite 601
Boston, MA 02114
Phone: (617) 266-0019
Fax: (617) 266-0087<\/p>\n
120 N. El Camino Real
San Mateo, CA 94401
Phone: (650) 347-0276
Fax: (617) 266-0087<\/p>\n
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: (617) 266-0019<\/p>\n
171 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503
Phone: (616) 719- 5007<\/p>\n