Matthew Burkhart National Financial Network, LLC Matthew is a financial planner with National Financial Network, LLC. He has an extensive background in business and personal finance management. A graduate of Adelphi University (Garden City, NY, 1990 BS in Politics, 1994 MBA in Finance) Matthew also received honors in undergraduate school as a member of Pi Sigma Alpha, the National Political Science Honor Society. Matthew continued his studies in Advanced Graduate work at Hofstra University before deciding to move onto his current career in Insurance. Matthew has achieved several designations over the years, including his Series 7, 65, 63 and 55. Matthew received his Life and Health Licenses in 2000. Matthew has also completed his Certification as a Fund Specialist (CFS) as well as his Certification in Long Term Care (CLTC). In 2000 Matthew began his career at a MetLife agency, North Shore Financial Group, not sure of where to begin after leaving his career as an equity trader on Wall Street for 8 years. After one year he knew this was the job for him but he needed to go to a firm where he would give him the best possible training. In 2001, Matthew went to a MassMutual agency, Cowan Financial Group, that focused more on the business owner and how to plan for their needs. It was at some point in 2005 where Matthew decided to join Guardian's agency of National Financial Network; Soon thereafter, because of Matthew's ability to meet certain criteria regarding knowledge and experience, he and 24 other financial representatives were asked to participate in an important Guardian initiative called the Business Resource Center (BRC). The purpose of the BRC is for financial representatives to provide financial advice and products to closely held business owners. Today, the BRC has grown to involve more than 250 financial representatives where its growth and success were partially based on the feedback and work provided by the initial pilot participants. Today the BRC is more successful than ever and Matthew is still a big part of the group. Matthew's enthusiasm and focus on small business planning is where he chooses to excel. "There is nothing more exciting to me than advanced planning for the business owner." Matthew gets true enjoyment with educating the business owner to a multitude of planning ideas that most trusted professionals overlook. Matthew's goal is to help his clients achieve their financial goals through an analysis of all their financial decisions; protection, savings and growth. This is accomplished through a comprehensive review of their financial objectives combined with a conservative long term approach in protecting them. Matthew's passion for service and leadership is also evident in his relationship with his family. He met his wife, Alana in 1987 and was married in 1995. They have two children, Hannah and Jake. Both Matthew and Alana are active members of their community. They are involved in the school's PTA, where Alana serves as President of the PTA. Matthew Burkhart National Financial Network, LLC 990 Stewart Ave Garden City NY 11530 516-240-1925 matthew_burkhart@natfin.net www.natfin.net