Matt Ward is a CFP® professional and the principal advisor for NCI. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning.

Andrea is the firm’s CPA. With over 35 years as a CPA and Investment Advisor Representative, Andrea possesses a wealth of tax and investment knowledge and implements financial planning strategies that keep tax costs low.

Mike is our senior portfolio manager. Mike is an Investment Advisor Representative with 45 years of investment management expertise. Mike graduated in 1968 from the University of Texas at Arlington with a finance degree. Mike builds portfolios with an eye for risk, reward, and cost efficiency.