Matt Gately
Insurance Planning Consultant
Matt serves as an Insurance Planning Consultant, collaborating with advisors to design and implement insurance strategies that align with their clients’ broader financial goals. With more than a decade of experience in the life insurance industry spanning client service, operations, internal and external wholesaling, and advisor consulting, Matt brings a well-rounded perspective and a consultative approach to every relationship.
Known for a thoughtful and empathetic style, Matt enjoys helping advisors navigate complex planning needs and identify solutions that support their clients’ long-term objectives. By taking the time to understand each advisor’s practice and the unique circumstances of their clients, Matt helps deliver strategies that are both practical and impactful.
Matt earned a bachelor’s degree from the University of New Hampshire.
Office: 617-526-9355