Team

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Matthew Clarke, LUTCF, CLTC

Founder

Matthew Clarke has been in the financial services industry since 2003, and is located in Annapolis, Maryland. Matt has studied at the American College and earned the designations of Life Underwriter Training Council Fellow (LUTCF) and Certified Long Term Care Consultant (CLTC). In 2004, he was named Rookie of the Year for the Baltimore New York Life office and then in 2008 was promoted to Partner, where he ranked in the top 25 Partners nationally (out of 300+) in his firm. He also has been a qualifying member of Million Dollar Round Table (MDRT) 5 times. MDRT is recognized throughout the industry as the standard of excellence among financial professionals. In 2012 he was President of National Association of Insurance and Financial Advisors (NAIFA) , Anne Arundel Chapter. Matthew has successfully passed his Life and Health license exams along with his Series 6, 63 and 65.

Although Matthew works with clients from a broad geographical area and with varying financial needs, his specialty is working with professionals in the medical field in the Baltimore/Annapolis corridor with incomes between $250,000 and $1,000,000.

Walton Headshot

Walton Rogers

Financial Professional

Walton Rogers has been involved in the financial industry since 1974 by representing New York Life and other select insurers. He is located in Annapolis, Maryland, and has committed himself to providing quality insurance and financial products to his clients.

Walton earned a Bachelor of Science degree from North Carolina State University and did further work at The New School for Social Research in New York City. In the early 1980's, his studies continued with The American College where he earned the Chartered Life Underwriters (CLU®)and Chartered Financial Consultant (CHfC®) designations. Recently, Walton also became Certified in Long-Term Care, earning the CLTC designation. Combining his educational background and his previous experience in marketing gives Walton a unique background and knowledge base allowing him to provide quality service to his clients.

Walton has been a qualifying member of the Million Dollar Round Table, (MDRT) for over 36 years and served as the 2009 President. The MDRT is a global organization with over 30,000 members in 75 countries and is recognized throughout the industry as the standard of excellence among financial professionals.

Walton values honesty and openness and displays these qualities with his clients. He shows a seasoned understanding of the needs of high net worth individuals, successful professionals, business owners, and retirees. Walton considers himself a professional, offering product recommendations for life insurance, disability protection, wealth accumulation, and wealth preservation.

Walton resides in Severna Park, Maryland with his wife Linda who works in Baltimore in the medical profession. Their four children are young adults, each approaching life very differently. Walton's non-professional energy is spent in various civic, charitable and religious activities. He is Past President of the Annapolis Rotary Club; Past President of the Anne Arundel Association of Life Underwriters, and Past President of the Annapolis Woodworkers Guild.

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