Meet Matt Wilson
I am a 2003 Graduate of Georgia Southern University in Business Administration. After graduation, I entered outside sales and started a mortgage company in Atlanta. In 2006, I was recruited into the financial services industry and moved to Birmingham where I was mentored by my father-in-law for 8 years. Ultimately, I started my own firm, Perpetual Lifestyle Planning, and that brings us up to now.
For me, this work is about so much more than the numbers on a page. As people come to me with financial issues, I believe I’m in a position to help people in all aspects of their lives. But I also feel it’s important to make a positive impact beyond that. I want my clients to feel confident, secure, and excited for what’s next.
I hold a Series 7, 66, and many state life and health licenses, and have a certificate in Financial Planning from Kaplan University.In 2017, I created an inspirational podcast called Living Life on Purpose where I sit down with successful people who also live a life of purpose. The goal of the show is for you to learn obstacles these individuals have faced and see how they have overcome them with faith playing a role.
My wife and I have been blessed with two daughters. I stay active in the community and serve on the Board of NAIFA Birmingham as Past President and the State Board of NAIFA Alabama as Immediate Past President. I was the Outreach Coordinator for Church of the Highland’s Grandview Campus in 2017, Financial Hub Leader from 2016-2017, and serve as a greeter, small group leader, and on the Legacy Team. I serve as a Trusted Advisor for Farm for Hope and am on the Board of The Just People Project, Ady's Army, and the Advisory Board of Planet Fundraiser. I have served on the National MS Society’s Advisory Council and was a part of the Leadership Class of 2012.
Additionally, I am part of a leadership group that meets regularly with Congressman Gary Palmer, and I travel to Washington annually to meet with members of Congress on behalf of my industry and clients with NAIFA. I have received many awards in the Financial Services Industry including being named one of NAIFA Birmingham’s Top Advisors under 40 in 2014, 2015, 2016, and 2017. I have a passion for mentoring and am working with many young people to help them grow in life and business. I enjoy spending time with my family, exercising, outdoor activities, golf, the beach, lake, college football, and serving others.
Thank you for considering putting your trust in me. I’d love to hear more about your goals and make a plan for how we can work together to strive towards them.
Meet Allison Scali
Client Services Associate/Assistant
Alli Scali grew up in rural West Virginia with a mother and father whose lives were devoted to public service. Being able to work with her father throughout her childhood, Alli fostered the love of helping people in many different capacities. Graduating from Marshall University with a degree in Elementary Education, Alli spent 11 years in a classroom educating her students not only academically, but socially and emotionally. She continued her education by obtaining a master’s degree utilizing technology in education.
When Alli relocated to Alabama, she and her husband decided that it would be best for her to be at home while her boys adjusted to new schools and a new place. All the while, Alli continued to find ways to help and serve others in whatever capacity she could. Having joined a local church, Alli was able to develop relationships and find opportunities to make a difference in the lives of others in many different capacities.
Alli has a passion for serving others and doesn’t view our clients as just a business transaction, but relationships built on trust, integrity, and empathy! Her attention to detail and persistence to get the job done, make her a vital member to the Perpetual Lifestyle Planning team. Nothing is more of a blessing and privilege to Alli than helping people achieve their dreams. One of her favorite quotes is, “Help others achieve their dreams and you will achieve yours”.
We look forward to serving you in pursuing your financial and lifestyle goals.
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