Matt Van Name, CFP®, CRPS®, AIF®

Matt serves as Corporate Retirement Plan Specialist at Colonial, specializing in Advisory and Consulting Services, including investment advice, retirement plan design, participant education and engagement, and ERISA compliance. He began working with corporate retirement plans in 2010 and holds the Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®) designation. A native of Greenville, SC, and a graduate of Clemson University, Matt resides in Boiling Springs, SC, with his two kids.