Matt Dobbie is the President and CEO of uFinancial Group, a financial planning firm that has been serving the Mid-Atlantic since 1890. uFinancial Group has offices in State College, Camp Hill, Exton, Williamsport, Hanover and Lancaster, Pennsylvania, and Delaware and has over 100 financial professionals and an additional 100 staff people. uFinancial Group works with over 52,000 individuals and businesses, and services in excess of $5.6 billion in assets.
Matt has accumulated many accolades over the course of 20 years in the financial planning industry. During his first two years, he qualified for New England Financial’s (NEF) Leaders Conference, won the Star Producer and Disability Income awards, and was named Advisor of the Year - 1998. In 2001, Matt was promoted to Managing Associate and was awarded the Managing Associate of the Year in 2000. Matt has also received subsequent additional awards for Top Recruiters Forum 1997-2000, Agency Builders Conference 1997-2000, the Managing Associate Advisory Committee 1999-2000 and NEF’s highest award, the Chairman’s Council 2000.
In January, 2006, Matt joined Massachusetts Mutual Life Insurance Company (MassMutual) as Senior Managing Partner of the Central Pennsylvania Agency. Since then, the agency was awarded the Crystal Achievement Award in 2009; Double Three is Key Award in 2008 and 2009; Net Field Force 100+ Award in 2009 through 2012; Premium Leader in 2009; Annuities Leader in 2008 and 2009 and Investment Leader each year 2008 through 2013 (the agency has held this award for 22 consecutive years); GAMA’s Master Agency Award each year since 2008 and GAMA International’s International Management Award – Diamond Level each year since 2008.
A graduate of Washington and Jefferson College, Matt received dual bachelor degrees in Finance and English. He is a member at his local church. Matt is a native of Camp Hill, PA, and now resides in Mechanicsburg, PA, with his wife, Sherry, and two sons, Grant and Dane.
- 5 time speaker at NEF’s National Top Recruiters Forum
- 4 time speaker at NEF’s National Agency Builders Conference
- 4 time speaker at NEF’s National General Agents Conference
- Guest speaker at multiple NEF home office schools and offices around the country
- Nationally published in the GAMA International Journal on the power of study groups
Areas of specialty
- Retirement planning
- Investment strategies – fundamentals of investing, investment products, etc.
- Insurance planning – life, disability income, and long term care insurance
- Education funding
- Comprehensive financial planning
- Secrets of success for building a financial services firm
National Association of Insurance and Financial Advisors (NAIFA)
Young Presidents’ Organization - www.YPO.org
General Agents and Managers Association (GAMA International)
Matthew J. Dobbie is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055; Phone: 717-791-3300.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies