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 Kathy Calhoun
Client Relationship Manager
Kathy is a servant hearted leader who joined our team in May of 2020. A passion to serve is evident when you first speak with her. Detail oriented and experienced for decades, Kathy has been amazing addition to our firm.
We look forward to serving you in pursuing your financial and lifestyle goals.
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