Matt's journey to becoming a financial advisor began during his undergraduate years at Louisiana State University in Baton Rouge. Initially set on a path to law school, an internship with American Express Financial Advisors shifted his career trajectory. It was there that he discovered his passion for building lasting relationships and positively impacting people's lives through financial guidance.
With a comprehensive background in financial planning, Matt has held various roles, from planning and support to his current position as an advisor. This diverse experience provides him with a unique perspective that benefits his clients immensely.
Specializations:
- Multi-generational Planning
- Wealth Management
- Tax Strategies
- LGBTQ+ Planning
- Charitable Giving
Matt is committed to helping individuals and families achieve their financial goals, regardless of their stage in life. When he's not assisting clients, Matt enjoys spending time with his spouse and their two beloved dogs.
Let Matt's expertise and dedication work for you. Contact him today to start your financial journey together.