About Matthew
Matthew assists his team with designing, implementing, and monitoring clients’ comprehensive financial plans. He works closely with wealth advisors and the client service team to ensure clients have tax-efficient investment and planning strategies in place so that they're able to achieve their most important goals.
Matthew chose to pursue financial planning because he wanted to help others achieve financial security and peace of mind. He helps educate clients on a range of topics including investment management, risk management, retirement planning, and estate planning.
A native of Jackson, Tennessee, Matthew now lives in Madison, Mississippi, with his wife Madison and their son Hampton. Outside of work, he is an active member at First Baptist Church Jackson, Mississippi. He also enjoys watching Mississippi State sports, playing golf, and spending time with friends and family.
Education and Professional Milestones
-Mississippi State University – bachelor’s degree in finance
-Has also held a financial services role for BancorpSouth Bank
Matthew assists his team with designing, implementing, and monitoring clients’ comprehensive financial plans. He works closely with wealth advisors and the client service team to ensure clients have tax-efficient investment and planning strategies in place so that they're able to achieve their most important goals.
Matthew chose to pursue financial planning because he wanted to help others achieve financial security and peace of mind. He helps educate clients on a range of topics including investment management, risk management, retirement planning, and estate planning.
A native of Jackson, Tennessee, Matthew now lives in Madison, Mississippi, with his wife Madison and their son Hampton. Outside of work, he is an active member at First Baptist Church Jackson, Mississippi. He also enjoys watching Mississippi State sports, playing golf, and spending time with friends and family.
Education and Professional Milestones
-Mississippi State University – bachelor’s degree in finance
-Has also held a financial services role for BancorpSouth Bank