Corpus Christi’s bayfront gazebos, miradores del mar (Spanish for “overlooks by the sea”), are based on structures in Morocco, Mexico and Spain. That’s something to see during your world travels.
Matthew specializes in providing financial planning and investment management for families and individuals, and helping them pursue and enjoy a future of financial independence.
He began his financial services career in 1998, continuing the legacy of his father who served as a financial services professional for 20 years. They worked together until his father’s retirement in 2003. The family-oriented, client-centric culture of Raymond James reminds Matthew of the environment he watched his father experience and share.
Before joining Raymond James in 2013, Matthew worked in many capacities at Morgan Stanley in Corpus Christi, including wealth advisor, senior portfolio manager, first vice president and branch manager. He earned a bachelor’s degree in horticulture from Texas A&M University.
In addition to serving his clients, Matthew serves his community as a volunteer and guardian ad litem for CASA of the Coastal Bend, where he acts as an advocate for foster children in crisis throughout Nueces, San Patricio and Aransas counties.
Matthew grew up in Portland, Texas, and lives here today with his wife, Adair, and children, Mckayla and Audrey. In his free time, he enjoys hunting, fishing, gardening, and spending time with his family.
We apply advanced financial planning techniques to help people prepare for and live well in retirement.