Mateo’s responsibilities at WJ Interests include financial planning services to clients for their financial future. He reaches out to clients for updates as well as runs analysis’ over the effect of major financial decisions. Mateo works hand in hand with WJ’s Senior Advisors to ensure the success of client’s financial plan. Mateo is a recent graduate of Texas A&M University and was a part of the Fightin’ Texas Aggie Band and Corps of Cadets. He joined WJ as a full-time associate in the summer of 2022. Mateo is currently studying for his CFP certification. Mateo is an avid runner and loves to be outdoors. He and his wife live in the Clear Lake area with their Corgi.