Matt Ward, CFP®, CRPC®

Financial Advisor

Matt is the firm’s point of contact. Matt is a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor Representative.  Matt manages investment portfolios and financial plans for individuals and businesses. Matt began in 2006 working in accounting managing bookkeeping and payroll services.  He received his Bachelor’s Degree from Texas Tech University in 2014 and began his career.  Matt studies financial and investment markets, as well as tax code and estate strategies to stay on top of various tax and financial planning opportunities for clients.

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