Dedicated to serving the best interests of our clients
Matthew A. Umlauf, AAMS™, CRPC™
Investment Advisor Representative
Matt dedicates his expertise to develop tailored investment strategies for clients, designed to maximize asset growth while minimizing risk and offsetting volatility. He acts as a trusted educational resource, breaking down complex investment principles into easily digestible concepts, allowing clients to efficiently pursue their goals and attain financial confidence. As a Chartered Retirement Planning Counselor™ or CRPC™, Matt has completed coursework encompassing pre-and post-retirement needs, estate planning and the entire retirement planning process. In addition, as an Accredited Asset Management Specialist™ or AAMS™, he has completed coursework encompassing investments, asset management, taxes, and insurance.
Matt has a professional background in information technology and is a Microsoft Certified Professional. He also holds the CompTIA Network+ and CompTIA A+ certifications.
Matt is an accomplished violist who has played in the Civic Orchestra of Chicago and the Virginia Symphony Orchestra. He performed abroad and alongside numerous notable musicians, including Midori, Van Cliburn and Emanuel Ax. He earned a bachelor’s degree in music from Bob Jones University and a master’s degree in music from Ball State University.
An active member in his community and supporter of the arts, Matt has served on the boards of the Virginia Symphony Orchestra and the Norfolk Musician's Association. He is currently serving as president of his local civic league.
In his free time, Matt enjoys playing music, fishing, camping, biking and organic gardening. He and his family love taking advantage of all the delicious eateries Hampton Roads has to offer, as well as the local farmer’s market and coffee houses. Originally from Rensselaer, Indiana, Matt lives in Virginia Beach with his wife, Sarah, and their three children.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Matt performs on a modern viola by Helmuth Keller with a ca. 1820 bow by Étienne Pajeot. He has studied under notable musicians such as Harold Levin, Achim Gerber, Charles Pikler, Jorge Sutil, Michael Isaac Strauss and Roland Vamos. He joined the Civic Orchestra of Chicago shortly after his graduate work where he collaborated with artists such as Lorin Maazel and Gidon Kremer.
After his tenure in Chicago, he joined the viola section of the Virginia Symphony Orchestra under JoAnn Falletta. As a member of the VSO, he has continued to perform with some of the leading musicians of our time. Matt’s performances in various ensembles have been broadcast on WFMT Chicago, WHRO Hampton Roads, and NPR’s Performance Today. He has also recorded for Naxos and the VSO label, including a recent performance of Mahler’s 8th symphony.
Matt has enjoyed performing abroad. He has been invited to play principal viola for Orquesta Sinfónica Nacional in Dominican Republic on repeat occasions. In Mexico, he was asked to perform the world premiere of the string quartet La Tierra Es Nuestra Casa by Venezuelan composer Adina Izarra in a festival in Puebla and Mexico City. Recently, he has enjoyed being part of the 2015 Santo Domingo Music Festival, as well as the 2013 and 2015 American Institute of Musical Studies festivals in Austria.
“I have a passion for helping people realize their financial goals.”
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