As Financial Plan Coordinator, Matt provides comprehensive technical support for the financial planning process. He leverages an advisor’s time by inputting accurate client into our planning software and researching solutions for client financial plans and Annual Reviews. Matt also spends time walking clients through their portal and our eMoney system. Additionally, Matt is responsible for working in tandem with the Planner Assistant for the Annual Review process. He is licensed in Life and Health insurance.
Matt brings ten years of experience in operations management, sales, and athletic training. He completed his bachelor’s degree in Applied Arts and Sciences from Texas State University, with emphasis in communication, business management, and athletic training. He has also been invited to attend events such as The Future Business Leaders of America in Washington D.C.
Matt spends time with his wife and their son, Lucas, any chance he gets. He also enjoys participating in outdoor and fitness-related activities with his wife, Veronica. Matt has been in local athletic competitions such as Austin’s Fittest, Ninja Warrior, and Spartan Race.