Matthew R. Schanz CPA, CFP®
Financial Advisor
Education and Professional Affiliations
- Bachelor of Science in Business Administration with Accounting and Finance concentration from the University of North
- Carolina at Wilmington
- Masters of Accounting with Federal Taxation concentration from Appalachian State University
- CERTIFIED FINANCIAL PLANNER™
- Member of the American Institute of CPAs
Licenses
- Securities: FINRA Series 7 and 66 Exams
- Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care
Community Affiliations
- Past Board Member and Treasurer of SAFEchild
- Ducks Unlimited Member
Personal
- Married to Molly Schanz
- Children: Graham and Tate