Matt joined FJY Financial in June of 2016 as an Associate Financial Advisor in the Midland, TX office. He provides comprehensive research, service, and communication support to assist the senior partners in providing the best possible client experience at FJY. Additionally, he is a member of the firm’s Financial Planning Committee which is dedicated to researching new ideas and exploring best practices within the industry.
Born and raised in West Texas, an early affinity for history and economics drew him to want to pursue a career in financial planning. This led him to West Texas A&M University from which he graduated with a Bachelors of Business Administration focusing on finance, management, and accounting. Matt comes to FJY with a strong background in client-facing services developed during his time working for Fidelity Investments in Cincinnati as a broker-dealer registered representative and investment advisor representative. He holds Series 7, 63, and 66 licenses, and is currently preparing to sit for the CFP examination. Matt is excited to be back home and in a position to help others achieve their financial goals!
ON A PERSONAL NOTE
When Matt isn’t hard at work ensuring the best service possible, you’ll find him out and about participating in any of a number of personal interests. At home you just might find him fiddling with his aquarium, working to get that perfect picturesque aquatic garden, or in his garage pretending to know what he’s doing with an old bike. Out and about you may find him at the movies with friends and family, performing music on a few different instruments, or in a park learning photography.