Matt is a Kentucky native from Henry County who brings a thoughtful, client-centered approach to financial planning. He works closely with individuals and families to develop personalized financial strategies, with a focus on long-term planning, risk management, and generational wealth transfer. Matt is passionate about helping clients simplify complex decisions and gain confidence in their financial future.
Before joining the team, he practiced law for ten years, focusing on estate and trust planning as well as probate administration. His legal background provides a deep understanding of how thoughtful planning can protect families, preserve wealth, and create lasting legacies.
Matt earned a Bachelor of Arts in Political Science and a Bachelor of Arts in International Studies from the University of Kentucky, as well as his Juris Doctor from the University of Kentucky College of Law.
He is married to his wife, Kate, and is a proud “girl dad” to their three young daughters. Outside of the office, Matt enjoys spending time with his family, serving in his community and church, and attempting to improve his golf game.