Matt Gillain

Client Services Coordinator

Matt grew up in Warren, Michigan, a suburb of Detroit, where his love for tennis, soccer, and Detroit sports laid the foundation for a lifelong appreciation of teamwork and collaboration. These early experiences naturally shaped his professional life, where he excelled in building strong client relationships and delivering exceptional service.

With over 20 years of experience in financial services, Matt brings deep expertise in client service, quality improvement, and process management. He began his career at a regional bank, working with retail and private banking clients, before spending the past decade at a leading Registered Investment Advisor firm. His ability to connect with clients and foster trust has made him a valued member of every team he has participated in.

Matt holds a degree in Business from Ferris State University and is passionate about driving excellence within his team and organization. His dedication to providing tailored client solutions and streamlining processes underscores his commitment to delivering an outstanding client experience.

Outside of work, Matt enjoys traveling with his wife and two children. He is also actively involved in his children's extracurricular activities, supporting their interests in dance, tennis, robotics, and marching band.