Matt Ward, CRPC®

Financial Advisor

Matt is the firm’s primary client advisor.  Matt is a Registered Investment Advisor and Chartered Retirement Planner, actively working towards his CFP.  Matt manages investment portfolios and financial plans for individuals and businesses, as well as the day to day compliance.  Matt began in 2006 working in accounting managing bookkeeping and payroll services.  He received his Bachelors Degree from Texas Tech University in 2014 and began his career.  Matt actively studies financial and investment markets, as well as tax codes, to stay on top of different tax and financial planning strategies.

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