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Meet Matthew

Client Centered

Am I saving enough for retirement? Are my investment strategies appropriate to meet my goals? Am I (or will I be in the future) paying too much in taxes? Am I properly protected when it comes to uncertainties? These are the questions that led me to become a financial coach and advisor.

My professional background is in education and ministry - 2 career paths that usually don't lend themselves to making someone a "high-income earner". I waited longer than I should have to begin asking myself those questions. And it was then when I discovered that I needed a financial advisor to help me with this process. Through my personal planning journey, I learned that financial planners do exactly what I had always done in other areas - educate, set goals, and coach people to reach their finish line. It became something that seemed to be a natural fit for me to pursue.

Since becoming a financial professional, I've learned how much I enjoy helping people develop their own financial goals and planning strategies. Once we understand your circumstances and goals, we help you create a plan to help you live the retirement that you envision. With our strategy, we build a long-lasting relationship that gives you the confidence in planning for your financial future.

A little about me personally. My wife and I have a busy life with 4 kids ranging in age from 8-18. When time permits, I love to be outdoors. My passions are spending time with my family and playing music. I also love college football.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.