Matthew Dann, CFP, CRPS

As a fourth-generation Texan, I bring a deep commitment to serving the wealth and portfolio management needs of retirees, business owners, and families in the disability community. I take a hands-on, relationship-driven approach to help clients develop, manage, preserve, and transition their wealth. My process begins with listening - understanding each client’s goals and crafting unbiased strategies tailored to their unique needs. I aim to simplify complex financial decisions and serve as a trusted sounding board throughout their journey. I specialize in helping retirees turn their savings into reliable income streams and guide them in accessing their funds in tax-efficient ways. I’m passionate about supporting families in the disability community, helping them navigate the unique financial considerations they face - including planning the care for their loved one, coordinating government benefits, and developing legacy strategies. My goal is to remove the mystery from investing and empower clients to confidently prepare for life’s next chapter. Outside of work, I enjoy time with my family and giving back to the community. My wife Kathy and I have been married for over 27 years, and we’re proud parents of two sons. I’m actively involved in church ministries and have served with Leadership Frisco and the Frisco Chamber of Commerce.