Matt has been advising clients and helping them manage their finances since 2007. He enjoys helping clients fully understand what it will take to reach their goals and helping them develop comprehensive plans with which to pursue them. Clients can always rely on Matt to help make the complexities of financial planning and investing easier to understand. Before joining Raymond James in 2015, he worked as a financial advisor at Edward Jones. Prior to Edward Jones, Matt worked as an internal wholesaler at Putnam Investments. In 2021, Matt published his first book, Lifestyle Metamorphosis Enhance Your Financial Fitness in 40 Days, with co-author, Francesca Gervascio-Franzen.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional, which required the completion of a comprehensive curriculum and exam, and commitment to high ethical standards. Through examination, he demonstrated his ability to synthesize complex concepts and apply theoretical concepts to real-life financial situations. Matt also completed a course of study and exam, to achieve the Accredited Asset Management SpecialistSM (AAMS®) designation. To maintain each designation, he is required to complete ongoing renewal requirements. Each designation helps to show the depth of expertise clients can expect from Matt.
A native Texan, Matt is a graduate of Lubbock Christian University, where he earned a bachelor’s in business administration and finance. Today, Matt is active in the community. He served as a past Chairman and is a current member on the board of the Belton Chamber of Commerce.
Matt and his wife, Laci, have two children and attend Belton Church of Christ where he serves as a deacon. For fun and relaxation, Matt enjoys spending time with his family, attending various activities that his kids participate in, and hunting.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.