Matthew R. Schanz CPA, CFP^®

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