Matt joined Stewardship Advisory Group in 2009 as a Stewardship Coach after an introduction to Jeff by a mutual friend at Southwest Baptist Theological Seminary in Fort Worth. Matt has a desire to help clients to be better Stewards with the resources God has entrusted to them. This is accomplished through wise Financial, Estate, Tax, and Family Inheritance Planning. Matt has a unique process to help clients identify Wealth Transfers they may be making unknowingly and unnecessarily. Prior to joining SAG, he was a Financial Advisor for one of the largest Wealth Management Firms in the United States, UBS Financial Services. Matt began his career in the industry in 2003 by working with friends, family, and Church members in the areas of: basic Budgeting and Cash Flow Management to Full Comprehensive Financial Planning. Matt is licensed as both a Registered Representative and an Investment Advisor Representative.
He is a member of Kingdom Advisors. KA is the largest group of Christian Financial Professionals in the US that strive to integrate their faith into their profession. Matt is also a member of the National Institute for Certified Estate Planners, where he received his Certified Estate Planner, CEP, designation.
Being active in the local church and community has been important to Matt. He has had the privilege of serving in leadership roles at his local church to include: Church Council, Stewardship Committee, Personnel Committee, Pastor Search Committees, as well as serving as the Referee Commissioner for 3 years for Upward Basketball. In additional to his leadership in the local church, Matt has previously served on the Board as Treasurer as well as volunteered for a local Homeless shelter and has participated in multiple Habitat for Humanity projects in his city.
Matt is married to Leigh Ann and they have one daughter. In his spare time, he enjoys time with family camping, water skiing, exercising, and spending time with friends.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.