Client Advisory

Biography

Matthew is an Associate in the Houston office. He is a member of the Wealth Management team and works alongside advisors to provide clients with holistic financial planning and comprehensive wealth management services.

Prior to joining Cerity Partners, Matthew was a Relationship Manager at an independent wealth management firm. In this role, he helped provide financial recommendations and comprehensive wealth management services to high-net-worth individuals and families.

Education

  • B.S. in Finance from Oral Roberts University

Highlights

  • Currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification
  • Former President of the Finance Society at Oral Roberts University
  • Recipient of the ONEOK Excellence Award

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.