Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your most cherished goals. As your advisor, my job is to explain the process and answer any questions or concerns, in plain English, so you can feel confident and informed about your future.

Our Story

Founded in 2015, Gunter Financial Services was formed as an independent practice with the goal of integrating professional financial planning and wealth management using a team-based approach. We chose to affiliate with Raymond James as they provided the ideal platform to launch a practice which would best serve clients through their culture of independence and integrity.

As a local, family-founded business Gunter Financial Services has sought to serve the financial needs of our Central Texas community and beyond. In 2019, our team found a permanent home inside the newly renovated and restored Gunter Building, located on 204 N Penelope Street in downtown Belton. A renovation project which took 21 months to complete after the Gunter Family purchased the historic building in 2017.

Our two financial advisors have over 40 years of combined industry experience and our affiliation with Raymond James provides the resources of an industry renowned company. This allows us to deliver the attentive and compassionate service our clients have come to expect.

Having both grown up in families in the financial industry our advisors, Matt Gunter and Francesca Gervascio-Franzen’s, experience combined with their passion for the industry makes them an ideal team. They enjoy assisting clients in reaching their goals and providing ongoing guidance to navigate their financial journeys. Amongst their credentials, Matt and Francesca are both CERTIFIED FINANCIAL PLANNERS™. In 2020, they released their first book as co-authors, Lifestyle Metamorphosis: Enhance Your Financial Fitness in 40 Days.

Chris Labounty, Rachel Burgess, and Morine Johnson have spent over 50 combined years in the financial service industry. They are an integral part of our team and provide our clients with an exceptional experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.
Denis Waitley