With nearly two decades of experience in the financial services industry, Matt has built a career around helping clients pursue and achieve their financial goals. He is passionate about developing personalized strategies that align with each client’s unique needs, values, and long-term objectives.
During his career, Matt spent a number of years with TD Ameritrade and Fidelity, where he strengthened his expertise in investment guidance, retirement planning, and delivering exceptional client service. He went on to spend another decade in wealth management, providing comprehensive financial planning and tailored portfolio strategies designed to help individuals and families build, preserve, and transition wealth with confidence.
Outside of work, Matt enjoys spending quality time with his family, playing golf, and attending the occasional 90’s country concert. He has been married to his high school sweetheart for over 25 years, and together they have three children. Matt is also actively involved in his community and volunteers at Milestone Church in Keller, TX, where he enjoys serving and giving back.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
