Matt is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant. As a Wealth Advisor, he works with individuals in all stages of their careers and throughout retirement. Matt has extensive experience in investment management and a deep knowledge of capital markets. He enjoys leveraging his experience as a CPA to help improve tax efficiency in client portfolios while keeping focus on long-term objectives. In working with clients, Matt uses his multi-disciplinary background to help anticipate clients’ needs and provide tailored solutions. Matt started his career in Boston and later moved to Austin, TX, which he now calls home with his wife, daughter, and dog. Having grow