Matt Pearson
About Matt Pearson
Matt Pearson serves as the Vice President at Heffernan Insurance Brokers, specializing in retirement plans and financial wellness. He has over six years of experience in the field and previously held a similar role at USI Consulting Group.
Work at Heffernan Insurance Brokers
Matt Pearson has served as Vice President at Heffernan Insurance Brokers since 2018. In this role, he operates in the Greater Seattle Area and focuses on retirement plan solutions, including 401(k), 403(b), 457, and Non-Qualified Executive Compensation plans. He employs analytic tools and collaborates with ERISA attorneys to provide clients with comprehensive decision-making resources. His position allows him to advocate for the significance of retirement plans as essential employer benefits.
Previous Experience at USI Consulting Group
Before joining Heffernan Insurance Brokers, Matt Pearson worked as Vice President at USI Consulting Group from 2015 to 2018. During his three years in Seattle, he gained valuable experience in retirement plan consulting, further enhancing his expertise in the field. This role contributed to his understanding of the complexities involved in retirement planning and employer-sponsored benefits.
Education and Expertise
Matt Pearson studied at Western Washington University from 2011 to 2013, where he focused on Economics and achieved a degree in International Business. His educational background provides a solid foundation for his work in retirement planning and financial consulting. His expertise is further demonstrated through his advocacy for retirement plans and his commitment to financial wellness.
Achievements and Recognition
Matt Pearson has been recognized for his contributions to the retirement planning industry. He was nominated for the Top 100 Retirement Plan Advisors Under 40 in both 2019 and 2021. This recognition highlights his influence and dedication to improving retirement plan offerings for employers and employees alike.
Personal Interests and Hobbies
Outside of his professional responsibilities, Matt Pearson enjoys skiing in the mountains with his family. He also has a keen interest in exploring World War II aircraft at the bottom of Lake Washington during his free time. These hobbies reflect his appreciation for both adventure and history.