Matt Lipscomb, CLU®, ChFC® in

Matt Lipscomb, CLU®, ChFC®

Evaluator · DISC type scd
Partner at KL Capital
📍 Atlanta Metropolitan Area, United States

Matt Lipscomb is a Partner at KL Capital with a career focused on providing comprehensive financial strategies for entrepreneurs and business owners since 1992. He holds CLU® and ChFC® designations and has been recognized by Forbes as a top Financial Security Professional. He earned his BBA from the University of Georgia.

An Atlanta resident, Matt is a family man with a wife, four children, and a grandchild. He is passionate about mentoring and has coached over 100 youth soccer teams. He enjoys hunting, fishing, and spending time with his family on the lake. He and his family are active members of the Cathedral of Christ the King.

Unique fact: He has coached more than 100 youth soccer teams at both recreational and club levels, teaching leadership lessons through the sport.

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Experience
33 Years
Current Role
Partner
Location
Atlanta Metropolitan Area, United States
Personality Overview

How Matt shows up

Quality Focused
Fast But Analytical
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Matt cares about

Entrepreneurial Finance
His philosophy is driven by the challenges faced by private business owners and entrepreneurs, helping them maximize growth, protection, and tax efficiency.
Youth Mentorship
He has spent many years encouraging young adults, mentoring college-aged men, and has coached over 100 youth soccer teams since 2004.
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Career

Work history

5-2025
Partner
KL Capital
5-2025
Partner
KL Capital
1-1992 - 6-2025
Vice President, Ashford Advisors
Ashford Advisors
Co-op/student, 1992
Motorola
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1987 - 1992
Bachelor of Business Administration (BBA)
University of Georgia - Terry College of Business
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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