Experience and Education
Matthew works with a senior wealth advisor to create personalized wealth management solutions for each client. He helps develop comprehensive financial plans for clients that include recommendations on wealth management, insurance and retirement planning.
Prior to joining the firm, he spent five years as a support advisor providing comprehensive wealth management services to affluent individuals.
Matthew has a bachelor’s degree in accounting from The University of Texas El Paso and a master’s degree in personal financial planning from Texas Tech University.
In his spare time, Matthew enjoys playing tennis and golf and attending live sporting events to support the Texas Tech Red Raiders.