Each quarter Vanderbilt Financial Group features a financial professional in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork, and Trust on a consistent basis. These values impact their work with clients and VFG staff and ultimately push for excellence in their business practices which are unparalleled and incredibly unique. These Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.
For this quarter we are taking the opportunity to highlight a new member of the Leadership & Advisory Council, Matt Holibaugh CFP®, Founding Partner & Independent Financial Advisor at Infinite Investment Strategies, one of the voices that will represent you and your needs to the Vanderbilt Executive Team.
Can you please give us a little information on your background, and why you chose to embark on a career in the financial services industry?
I began my career in January 2008 with Fidelity Investments. Over the course of more than a decade there, I had the opportunity to explore a variety of roles and gain invaluable experience. After Fidelity, I transitioned to a local independent firm, which taught me a whole new side of the business.
In 2024, I co-founded Infinite Investment Strategies with my business partner, Tiffany Carrion. My passion for investing started as a personal interest, and I was fortunate to turn that hobby into a fulfilling career.
What would you say are the areas your practice specializes in?
At Infinite Investment Strategies I specialize in Discretionary Investment Management, Structured Notes and Retirement Planning
If you could go back in time and give one piece of advice to your younger self, what would it be?
Take the leap—go independent sooner! It’s one of the best decisions I’ve made
What was your reasoning behind joining the Advisory Council?
I joined the Advisory Council because I believe in the power of community. I want to learn from fellow Vanderbilt advisors and share my experiences and insights so we can all continue to grow together.
What is your favorite holiday and why?
Christmas! I absolutely love the joy of giving.
What are some of your interests and hobbies outside of work?
There are three things that come to mind that I love doing the most when not working.
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Boating – We have a 19’ Yamaha jet boat, and I love getting out on the water.
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Travel – Cruises and trips to Universal Studios Orlando are my favorite!
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Fine Dining – I can never resist a great meal at a top-notch restaurant
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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