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Matt Grillo


Matt has over 18 years of industry experience. After graduating from St. Bonaventure University Matt spent time as a financial advisor with Northwestern Mutual. He moved into the wholesaling side of financial services with Jackson National and Great-West Financial. It was at Great-West where Matt found his passion for advisory based insurance and annuity strategies working directly with RIA firms. He spent the past several years working with the Charles Schwab institutional annuity division and as the Key Account Executive in the Outsourced Insurance Desk space. Matt resides in Denver, Colorado with his wife Lauren and their 2 dogs. In his spare time, he enjoys skiing and snowboarding, cooking, attending Denver Nuggets and Colorado Rockies games (a season ticket holder for both), and building his whiskey collection.

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.