As a Partner and Senior Wealth Manager at True North, Matt is responsible for building trusted relationships with clients and serving as the integrator of their life plan. He believes Private Wealth Management requires first a deep understanding of his clients’ as people; their values, goals, relationships, and interests in addition to their financial assets.  

Prior to joining True North in 2013, Matt developed a deep understanding of investments at JP Morgan, gaining a seasoned perspective on both public and private markets.  

The firm’s mission is Fulfilling Lives™, and Matt supports this by working collaboratively with his clients to achieve their stated objectives and to steer clear of pitfalls along the way. Outside the office, he supports organizations focused on hunger and treatable diseases. He also serves on the Advisory Board of the Healthy Minds Initiative – a non-profit leading positive brain health transformation. 

Matt earned a Bachelor’s in Business Administration, with a major in Marketing, at The University of Texas at Austin. He holds the designations of Certified Exit Planning Advisor through the Exit Planning Institute, as well as, a Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst ® (CIMA) through the Investments & Wealth Institute, Certified Exit Planning Advisor (CEPA®), and continues to pursue additional learnings and educational opportunities in a variety of wealth management subjects to better serve his clients. Matt’s hobbies include cycling, snow skiing, hiking, traveling, reading, and most anything on or near a mountain.  He and his family reside in Flower Mound, TX.