As a Wealth Advisor with Veracity Capital, Matt’s primary focus is his clients and their overall financial fitness. His business centers around professional investment management and he believes a sound investment strategy always involves thorough risk management, tax efficiency, and proper estate planning. In addition to his core responsibilities, Matt is also a Partner and takes an active leadership role with the firm’s Investment Committee, helping to set investment policy and strategy.
Matt has more than 13 years of experience in the wealth management and financial services industry. Prior to Veracity Capital, Matt was a Vice President at AYCO, a Goldman Sachs Company. He has a deep understanding of financial markets with a strong background in all aspects of financial planning and integrates this into his everyday practice. Matt built his career on the principles of trust and integrity which he believes are critical to building long-lasting and successful partnerships.
He received a Bachelor of Business Administration in Finance from Texas Tech University and earned his MBA with a focus in Personal Financial Planning from Texas Tech University.
- Life & Health insurance licenses – multiple states