Matt has worked as a financial advisor since 2010. Prior to that, he spent six years working with small business owners as a business banker with Chase Bank. In all his time in the financial services industry, he has always been passionate about supporting his clients in all aspects of their lives, their businesses and their wealth management needs. Whether working with families or small business owners, Matt takes a comprehensive approach to understanding their financial goals and objectives so he can help ensure the recommended strategy is in the client’s best interest.

Matt graduated magna cum laude from Stephen F. Austin State University with a major in business administration and minor in finance. He has Series 7, 63, and 65 registrations.