Financial Planner, Partner
PHONE: (615) 369-1408 | FAX: (615) 850-8093
Licenses & Certifications:
- Certified Financial Planner™ practitioner, CFP®
- Licensed Insurance Agent
- Master of Science in Personal Financial Planning (MS)
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Matt has a decade of experience formulating complex wealth management strategies for individuals, institutions, and families. He offers strategic financial planning advice and insight for his clients and is dedicated to identifying the best opportunities to help them achieve their financial goals.
Matt earned a Bachelor of Arts degree in Government from Angelo State University and a Master’s Degree in Personal Financial Planning from Texas Tech University. He is a past board member of the Financial Planning Association of Middle Tennessee and currently serves as a deacon at Immanuel Church.
As a Texas native, Matt enjoys brisket, tacos, the Texas Rangers, the Dallas Cowboys and spending time with his family.