As a trusted advisor, it’s rewarding to enhance my clients’ quality of life and work toward their financial goals. By helping them create and execute plans that align with their needs, they can spend less time worrying about their finances and focus on what is meaningful to them. I love that each day is different, and each client adds another unique layer to my role. I’m passionate about developing long-lasting relationships with my clients, so that I can help support them through life’s many changes.

I have over 26 years of experience as financial advisor and earned the Platinum Council distinction from 2011 thru 2022 with Wells Fargo Advisors. I obtained my CERTIFIED PRIVATE WEALTH ADVISOR® designation through the University of Chicago, CERTIFIED FINANCIAL PLANNER® designation through the University of Houston and Certified Retirement Counselor® designation. I earned a Bachelor of Arts degree from Southern Methodist University and Master of Science from Texas A&M University – Kingsville.

My wife, Donna, and I have been married for over 24years, and we reside in Tomball, TX. We adopted our son, Levi, a graduate of Texas State University and is now working in Houston. Away from the office, I enjoy being outdoors, golfing, fishing, traveling, road trips, but my passion is snow skiing in the mountains and challenging myself when doing so. Donna and I enjoy attending musicals together when we have the opportunity, and we have a rescue dog, Harvey, who is named after the hurricane.

I stay active in my local community by volunteering with Make-a-Wish Foundation and as a Lifetime Ambassador at Texas Children’s Hospital.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure,

CA Insurance License Number: 0D99387.  Resident State (TX)

Matthew provides the comprehensive investment planning and oversight process for corporate executives, business owners and entrepreneurs by identifying, implementing strategies that help meet each client's investment, charitable, financial, family legacy and wealth-transfer goals.

Born in Dallas, Texas and raised in Santa Fe, New Mexico, Matthew began his career with Texas -based University Federal Credit Union as a Financial Services Representative while paying his way through college. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2007 to take a team approach in providing his clients with customized planning strategies.

Matthew graduated Cum Laude from Texas A&M University, earning a Bachelor of Science degree in Maritime Business Administration and a Minor in Economics. He is Certified Financial Planner practitioner and earned his CFP® designation through Rice University in Houston, Texas.

Matthew and his wife Jennifer live with their 4 children in the Dallas area, where Jennifer is a practicing Pediatrician and co-owner of her private Pediatric practice.  Away from the office Matthew enjoys staying physically active, golf, traveling, and supporting his children's endeavors.

CA Insurance License Number: 0H38801.  Resident State (TX)