Matthew Lehman AIF
Matthew joined the BridgePoint Wealth Management team in June of 2022 as an LPL Financial Advisor. He joined the financial industry in 2008. Matthew’s expertise is in financial planning, wealth accumulation strategies, Retirement Plans, Life Insurance, and Estate Planning.
He holds the following registrations and licenses through LPL Financial: FINRA Series 7, 6, 63 and 65. In addition, Matthew has earned his designation as an Accredited Investment Fiduciary, (AIF®), which supports him in his role of providing investment fiduciary advice to retirement plan trustees and employees.
Matthew holds a Bachelor of Arts Degree from Cornerstone University in Biology, Chemistry and Mathematics. He served as a board member and President of the Grand Rapids chapter of the National Association of Insurance and Financial Advisors (NAIFA).
Matt and his wife, Holly, have three children, Ethan, Zoe, and Lauren, and they live in Grand Rapids, MI. Matt & Holly are very active in their local church community, taking on different leadership roles. In his free time, Matt enjoys the outdoors, hunting/shooting, Spartan Races, and gardening/landscaping.