We strive to help our clients "do all good things" by engaging with them in the financial planning process, creating deep and meaningful relationships that last for generations. Your Financial Security Is Our Business.
Matthew grew up the 5th child of a small-town Southern preacher. Growing up in those circumstances instilled in him the values he brings to his work today as a certified financial advisor. Combining that with a solid education and credentials from top universities like Vanderbilt University, where he studied Public Policy; Northwestern U’s Kellogg Graduate School of Management, where he earned an MBA in Marketing & Finance; and DePaul University, where he earned a Certificate in Financial Planning, Matthew has the depth of knowledge and understanding to offer top-notch financial planning services to his clients. His 4 years as a banker in commercial lending pre-MBA, and 8 years of Corporate Finance post-MBA work also give him non-advisory, “real-world” experience. This experience helps him identify with clients and the challenges they face, making him a valued certified financial planner for wealth management retirement planning.
Have a look at our specialized services and see if they suit what you're looking for.
There are many financial products in the market, let us help choose the products best suited to your situation.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to bridge this gap? Our wealth management services include a brief quiz, "Test Your Investment IQ," designed to enlighten you. Challenge yourself with our quiz and see where you stand. Whether you need investment management services or asset management services, understanding the basics can significantly contribute to your financial wellness.
