Matthew's focus is helping small to mid-sized business owners with their estate, business succession and corporate retirement plans. He is a Certified Financial Planner™ practitioner and has successfully completed the FINRA sponsored series 6, 7 and 63 securities examinations. Matt earned his BBA - Finance with an emphasis on Personal Financial Planning from the University of North Texas and began his financial services career in 1990.
Natives of Dallas, Matt, Becky and their two daughters Riley and Bryce live in Lucas, Texas where they are active in the local community. Matt is serving his second elected term as a Trustee for The Lovejoy Independent School Board. Past volunteerism includes Secretary and Board member of Rebuilding Together Collin County, Finance Chairman for Creekwood United Methodist Church and Lifetime member of Lovejoy Schools PTA.