Broker Check
Matthew J. Lehman, AIF®

Matthew J. Lehman, AIF®

LPL Financial Advisor

Matthew joined Discovery Financial, LLC in December of 2012 as an LPL Financial Advisor. Matthew's expertise is in financial planning, specializing in Wealth Accumulation Strategies, Retirement Plans, Life Insurance and Estate Planning.

He holds the following registrations and licenses: FINRA Series 7, 6, 63 and 65*; Michigan Accident, Life & Health Insurance and Variable Annuities licenses. He is registered to sell securities in IN, MI, DE, OH and FL. In addition, Matthew has earned his designation as an Accredited Investment Fiduciary, (AIF®), which supports him in his role of providing investment fiduciary advice to retirement plan trustees and employees.

Matthew holds a Bachelor of Arts Degree from Cornerstone College in Biology and Chemistry and is a board member of the Grand Rapids chapter of the National Association of Insurance and Financial Advisors (NAIFA). Since 2011, Matthew has been a Qualifying member of Million Dollar Round Table (MDRT), a Premier Association of Financial Professionals, whose members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.

Matt and his wife, Holly, have three children, Ethan, Zoe and Lauren, and they live in Cedar Springs, MI.

* Securities registrations held through LPL Financial.