Overview
Matt works with individuals, families, and business owners who seek coordinated, proactive financial guidance. His specialties include integrated planning and coordination that connects wealth, tax, estate, and risk strategies into one clear plan. Matt builds tax‑aware investment strategies that help clients retain more of what they earn and grow long‑term, after‑tax wealth. He also provides strategic decision support that brings clarity to major financial choices.
Experience
Matt brings clarity and confidence to the complex financial lives of his clients by integrating wealth management, tax planning, estate planning, and risk management into a coordinated approach. He works closely with Aprio’s multidisciplinary team to help ensure every move supports the client’s long-term goals. He helps clients make informed choices, stay organized, and focus on what matters. Before joining Aprio, he was a consultant at a global asset management firm advising institutional clients across the various product and service offerings.
Education & Affiliations
Matt earned a Bachelor of Science in Economics from the University of West Georgia.