Matt leverages almost 18 years of financial services experience to engage clients and guide them to be excellent stewards of their wealth. Matt began his financial services career with a regional bank and was fortunate to gain diverse experience ranging from his time as a teller to facilitating interim construction loans. After his time in banking, Matt took a position at the Chicago Mercantile Exchange where he was involved with the trading of Eurodollar futures contracts. When returning to Dallas, Matt accepted a position with an insurance and investments company where he successfully catered to doctors, attorneys, and high net worth individuals throughout the state of Texas. As Matt’s client relationships deepened, he recognized the need to provide clients with unbiased guidance not tied to products or commission. Subsequently, he accepted a position with a registered investment advisor. There he counseled individuals and businesses in the central and southeast United States. Along with being responsible for client acquisition, Matt’s responsibilities included the successful development of his firm’s relationship with two custodial referral platforms. Today, Matt continues his pursuit of delivering unbiased, world class financial counseling to his clients at Exencial Wealth Advisors.
Matt earned his Bachelor of Science in Agricultural Economics from Texas A&M University. From 2007-2008 Matt served as the Muster chair for the Dallas A&M Club. He is currently an active member of the Texas A&M College of Agriculture Development Council.
Matt, his wife Jessica, daughters Everly and Harlow live in Plano, Texas. Matt and Jessica enjoy volunteering at their church, staying active, and spending time with family and friends.
Estate Planning Team