As a Vice President and Wealth Manager at True North, Matt has been providing financial planning and wealth advisory services to high net worth clients since 2002. Matt works with a variety of clients from mid-career to retired, and all points in between.
Matt joined True North in 2013 after moving from JP Morgan Private Bank’s Houston office to their Dallas branch where his responsibilities included clients with $750 million in assets with the bank. Matt had a desire to find a different approach to client service and discovered True North. Matt is passionate about executing on True North’s mission: helping clients live fulfilled lives.
He is a graduate of University of Texas at Austin/McCombs School of Business with a Bachelor of Business Administration in Marketing and Finance. As a passionate sports fan, he spends many an autumn Saturday in Austin cheering on his beloved Longhorns. He is also a proud member of the Texas Cowboys, a premier service organization of the University of Texas.
Outside of the office, he is an Ironman triathlete and loves to be on his bike whenever he can. Matt and his wife, Yasi, enjoy cooking, traveling, and spending time with friends and family. They can often be found enjoying good coffee around town and planning their next adventure.
Email at: email@example.com