Throughout his life, Matt has epitomized the entrepreneurial spirit, embarking on his journey by teaching roller-blading lessons at the tender age of 12. This early start laid the foundation for his future ventures, as he continued to establish multiple small businesses during his college years. Before completing his studies, Matt pursued internships with esteemed financial institutions such as Chilton Capital Management and Fayez Sarofim and Co.
With a fervent passion for meticulous planning, Matt graduated from the University of St. Thomas with a BBA in Finance in 2001. Further enhancing his expertise, he undertook Certified Financial Planner coursework at Rice University in 2002, followed by employment as a Financial Consultant at RBC Dain. In 2003, he attained his CFP® designation and subsequently became part of a Houston-based Financial Planning firm.
Drawing from over two decades of industry experience, Matt transitioned to RIA Advisors to offer clients what he perceives as the most unbiased, comprehensive, and sound advice. Specializing in catering to the intricate planning and investment needs of top-level executives, entrepreneurs, retirees, and their families, Matt resides in the Meyerland area of Houston with his two children. In his leisure time, he indulges in activities such as baseball, water sports, enjoying live music, and hosting gatherings with friends.
In his own words: “I come from a family deeply rooted in entrepreneurship, where planning was ingrained into daily life. This upbringing taught me the value of listening, assessing, and charting the course forward. These principles form the cornerstone of my approach to working with clients—dedicating myself to understanding their goals, wealth, and family dynamics. What matters to my clients is equally significant to me.”
