In 1998 Matt founded MRW Financial, determined to be the premier boutique life insurance wholesaler in the marketplace. He brings more than 18 years of experience from all levels of the insurance industry.
Matt graduated from the University of Florida in 1988 with a Bachelor of Science in Business Finance and was also a member the Florida Gator Football program. He began his work in the insurance industry as a career agent with MetLife. In 1994, he joined John Alden/NorthStar Marketing as Life Brokerage Manager of the southeast region. Recognizing the importance of life brokerage in the marketplace, Matt established his own business in 1998 with the goal of providing the best service with the most competitive products available to individual agents and financial advisors.
Matt is a member of National Brokerage Agencies, National Association of Independent Life Brokerage Agencies, and Tampa Association of Insurance and Financial Advisors and has served on several committees. He is a licensed agent and also maintains NASD series 6 and 63 securities licenses.
Matt and his wife Julie live in South Tampa with their two children Max and Julia.
Marie King, CFP®
Marie graduated with Bachelor of Science degrees in Finance and Marketing from the University of Florida. She began her career in the financial services industry as an independent insurance agent with Northwestern Mutual. She soon transitioned into the brokerage world, coming on board with MRW Financial as Marketing Manager. Marie assists agents with custom case design, preliminary underwriting, and advanced sales concepts. She works hard to make sure each agent is equipped with the most competitive and individualized solutions to surpass the goals and objectives of their clients.
Marie is a licensed life and health agent in the state of Florida. She is a native of South Tampa and continues to reside there today.
Senior New Business Manager
Caron Moore is the MRW Financial Senior New Business Case Manager. After three years working with another brokerage firm in South Carolina, we are excited to have her back as part of the MRW Team. Caron brings over 10 years of case management experience and will handle our remote agents’ new business and contracting during the new business process along with commissions. Her extensive experience and insight of case management allows our agents an ease of doing business. Caron works and resides in Columbia, SC with her husband and two children.
New Business Manager
Lisa Ferris joined the MRW Financial New Business Case Management Team in November 2013 and brings with her 10 years of brokerage case management experience. She is available in the office to go over your applications and review requirements with you as needed. Lisa will handle our local agents’ new business and contracting throughout the new business process. She has worked with the top carriers in our industry and we are excited to have her as a part of our team.
Trevor is a graduate of Vanderbilt University with a degree in Engineering, and a Masters of Business Administration from the University of South Florida. In addition to his remarkable credentials, Trevor brings 9 years of expertise in the annuity marketplace. Trevor brings the experience of working with a successful brokerage firm that marketed and produced in excess of $25 million of annuity premium in 2012. His knowledge working with multiple carriers and products, coupled with an in-depth understanding of financial planning has given Trevor the proper insight to provide the right financial solutions to you and your clients. Trevor and Michael Jankowitz work as a team to help you grow your annuity business. Whether you are new to the business or a seasoned veteran, Trevor can help you take your annuity sales to the next level. Trevor is newly married and lives in South Tampa with his wife.
Zach is a graduate of Penn State University with a Bachelor degree in Business Administration and Marketing. He began his career interning at a local advertising company. Following his passion for marketing, Zach soon joined the MRW Team to help develop marketing strategies to bring the most current and relevant information in the industry to our agents. Zach will be providing cutting edge sales ideas and leading carrier trends through our various social media platforms, newsletters, and web content to make sure everyone is up-to-date. Zach lives in Tampa, FL.
310 S. Dale Mabry Hwy Suite 210
Tampa, FL 33609
Toll free: 800-967-7661 Main: 813-875-6331
CA License Number: OC88855 FL License Number: A283962