Matthew works with business owners, corporate executives, high-net-worth individuals, helping clients navigate business succession planning, retirement planning, tax-efficient planning.

He takes a comprehensive and relationship-driven approach to planning, intended to provide clarity, structure, and confidence throughout the planning process.

Matthew earned both an M.S. and B.S. in Agricultural Economics from Texas A&M University. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Matthew enjoys spending time outdoors with his family and supporting his children in their school activities.

Serving clients in and around Baytown and Houston, TX.