bio
Matt focuses on helping clients achieve greater peace of mind by developing financial strategies that align with their goals, values, and vision for the future. He believes financial planning should help people spend less time worrying about money and more time focused on the people and pursuits they love.
He brings several years of experience in financial planning and client service, along with a strong foundation in financial education. Having grown up around the financial planning profession and later building his own career in the industry, Matt is passionate about helping clients understand their options, make informed decisions, and feel confident in their financial future.
Matt earned his bachelor's degree in Finance from Wichita State University and holds his Series 7 and Series 66 licenses.
education & certifications
Wichita State University
Bachelor of Business Administration, Finance
Matt has previously passed the following exams:
Series 7 License
Series 66 License
my idea of living the dream
For me, living the dream means doing meaningful work that helps others while having the freedom to fully invest in my family, friends, and community. It's about removing unnecessary stress and creating the space to focus on the relationships and experiences that matter most.
this is my dream job
I enjoy helping people feel more secure about their future and giving them a plan they can trust. Building lasting relationships, serving others, and being part of a team that genuinely cares about making a difference is what makes this work meaningful to me.
this is how i make it real
Outside of work, I enjoy spending time with family and friends, volunteering in my church's youth ministry, reading, and going to the movies. Each year, I take a camping trip with my three best friends from high school to a different National Park, and spending time outdoors is one of my favorite ways to recharge and stay grounded.