Matt works with the wealth planning team to serve families by helping them plan for their lives’ personal and financial milestones. Matt graduated from Texas Tech University with a Bachelor of Science degree in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner. During his time at Texas Tech, Matt was actively involved with several campus organizations, especially Red to Black®, where he provided financial education through peer-to-peer sessions and presentations. Matt has been serving high-net-worth families in the Houston area since graduating from Texas Tech.
When Matt is not serving Families, he enjoys attending various events around Houston with his wife, Jennifer.