Meet the Team


Matt Valentine

Wealth Strategist


Matt is an individual who has always enjoyed helping others, either by helping them achieve their own personal goals, or by creating a winning team. Matt grew up in the swimming pool, where the individual talents of many helped the team win. Each new adventure in business has created more opportunities to help others succeed.

Matt enjoys watching plans and projects develop and come to life. For over a decade, the best part of owning a Cast Stone Company was just that: watching plans on paper take on a life of their own as the project developed. He now finds joy in creating custom wealth strategies to help his clients achieve their goals and build an infinite wealth strategy.

After the passing of his beloved wife Heather in 2015, Matt has been blessed to marry another sweetheart, Annie, and loves being the father of a blended family of seven children. Outside work, you can find him close to water, on the beach or below the water's surface scuba diving.


Recent Blog Posts

  • Paradigm Life

    How to keep more of your money during tax season and make tax-free withdrawals.

  • Paradigm Life

    What you don't know about the us tax system can hurt you.

  • Patrick Donohoe

    Infinite Banking Radio: Special Guest - Ken McElroy, Principal of MC Companies and Rich Dad Advisor.

  • Paradigm Life

    You can have it all: How to Enjoy the Retirement of your Dreams