Matthew Haske, CEPA

Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Matthew Haske is a wealth management financial advisor based in Lynchburg, VA.

Matthew joined CAPTRUST in 2023 and serves as a financial advisor and relationship manager. He works directly with business owners, corporate executives, and high-net-worth individuals and families to offer a unique blend of tailored investment and wealth management solutions and straightforward advice to investors who value a superb level of service.

Matt has been in the industry since 2012, working at Truist, Financial Designs, and Northwestern Mutual. He holds a Bachelor of Science degree in Business Management from the Franciscan University of Steubenville and the designation of Certified Exit Planning Advisor (CEPA).

Matt has been married to his college sweetheart for over 20 years and their biggest accomplishment is their four children Matthew (18), Margo (16), Jude (14), and Annemarie (10). While his children keep him very busy, he is also extremely involved in the community, as a board member of the E.C. Glass Foundation and a member of the Lynchburg Estate Planning Council.

Education

  • Bachelor of Science degree in Business Management from the Franciscan University of Steubenville

Industry Designations

  • Certified Exit Planning Advisor

Resources

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