Matt Brown
Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don\'t have too!)
- Role
- VP of Strategic Growth at Valley Oak Financial, PLC
- Location
- Kalamazoo, US
- LinkedIn followers
- 500 followers
About Matt Brown
I connect people with the resources they need to exceed their success parameters.
Experience
VP of Strategic Growth
Mar 2024 — Present · Kalamazoo, MI, US
We have conversations with our clients about tax and finance no one else is having. Our most common client response is “why aren’t more people sharing this information.” We have a unique and customized approach to help individuals and businesses identify money they are losing unknowingly and unnecessarily. Once identified we help show them ways to put that money to work for them and not continue losing it to someone else. This is called a wealth transfer - we identify and stop wealth transfers so instead you can help grow your wealth.What is one of the largest wealth transfers people are losing and don’t even know it? INCOME TAXESWorse yet, this wealth transfer is likely only to get tremendously worse for the American taxpayers in the future. For more information about taxes today and into the future, and for related tax planning strategies to protect your money from higher taxes, please contact Alicia at a••••••@vofcpa.com to schedule an appointment or zoom conference.Additionally, if you would like to live your retirement years tax free in the 0% tax bracket
Education
Western Michigan University
B.A, Management
2003 — 2007
Portage Nothern High School
Bachelor's Business Administration, Business Management & Marketing
1999 — 2003
Skills
- Product Marketing
- Sales Presentations
- Manufacturing
- Integrated Marketing
- Strategic Partnerships
- Sales Operations
- Customer Retention
- Solution Selling
- Webex
- Customer Service
- Crm
- B2b
- Contract Negotiation
- Team Building
- Management
- Marketing
- Pneumatics
- Leadership
- Direct Sales
- Telecommunications
- Product Development
- Webinars
- New Business Development
- Sales Management
- Engineering
- Sales Process
- Cold Calling
- Automation
- Account Management
- Salesforce.com
- Managed Services
- Cloud Computing
- Lead Generation
- Video Conferencing
- Sales
- Unified Communications
- Channel Partners
- Lean Manufacturing
- Saas
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