Matt is a CERTIFIED FINANCIAL PLANNER® and been in the securities industry since 2015, specializing in creating financial plans tailored to each individual client’s or family’s goals and objectives. He has worked with clients at all income levels and phases of the financial planning process, ranging from the early accumulation phase throughout the retirement distribution phase. Matt has experience in directly managing client portfolios, developing complex financial plans in various planning software’s, tax planning, social security strategies and implementing income plans in retirement. He brings a well-rounded base of knowledge to Tennyson Advisory Group. Matt holds the FINRA Series 7, 24 and 66 licenses, as well as the Texas Group 1 Insurance license. He has a bachelor’s degree in Kinesiology from the University of Central Oklahoma and is currently working towards his M.B.A. at Oklahoma State University. He is also an alumnus of the Alpha Tau Omega fraternity, where he served as Recruitment Chairman and Vice-President.
Matt lives in The Colony with his daughter, Raelynn. Matt enjoys exercising, fishing and almost anything outdoors.