As an attorney with a strong focus on estate planning, business law, probate, and tax, Matt brings a wealth of knowledge to the table. With a background in the financial services industry, he seamlessly combines his legal expertise with his Certified Financial Planner (CFP®) practitioner credentials.
Matt’s journey is one of continuous growth and evolution. Prior to his legal career, he worked as a financial adviser with esteemed firms like JP Morgan Securities, Capital One Investing, and LPL Financial. His dedication to financial planning and investment management has been a driving force throughout his professional life.
In 2018, Matt embarked on the path of law, pursuing his law degree at South Texas College of Law. This venture was born from his commitment to better serve his clients in areas that require legal expertise beyond financial advisement.
