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Matt Gomoll, MBA, CEPA, CEP - Partner, Senior Wealth Advisor at Trillium Wealth

Partner, Senior Wealth Advisor

Matt Gomoll

MBA, CEPA®, CEP®

Raleigh, North Carolina
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Meet Matt

Matt Gomoll is a Partner and Senior Wealth Advisor based in Raleigh, North Carolina. Matt served 10 years on active duty in the U.S. Army as an Armor and Special Forces Officer with four combat deployments to the Middle East.

He graduated on the Commandant's List from the SF Detachment Officer Qualification course and was a Distinguished Graduate from Command & General Staff College. He then moved to the Army Reserves as a Major.

Matt is a Certified Exit Planning Advisor and Certified Estate Planner, specializing in helping business owners grow value and position for transition, as well as working with estate planning attorneys. He also serves as an Associate Professor of Military Science at NC State University.

Matt uses the Value Acceleration Methodology of the Exit Planning Institute and is passionate about helping military members and veterans with financial transitions.

He is a father of two boys and enjoys traveling, concerts, movies, volunteering as president of his son's home and school association, and hockey.

Qualifications

Education

BS in Political Science from St. Norbert College (summa cum laude, Distinguished Military Graduate)

Certifications

  • Master of Business Administration (MBA)
  • Certified Exit Planning Advisor (CEPA®)
  • Certified Estate Planner (CEP®)

Affiliations & Credentials

United States Army
U.S. Army Special Forces
Certified Exit Planning Advisor
CEPA®
Certified Estate Planner
CEP®
St. Norbert College
St. Norbert College
“If you fail to plan, you are planning to fail.”

— Benjamin Franklin

Office Location

Raleigh, NC

555 Fayetteville Street Suite 300

Raleigh, NC 27601

Ready to Work with Matt?

Schedule a conversation with Matt to discuss your financial goals and discover how Trillium Wealth can help you pursue true wealth.

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