Service Advisor

Matt is from Joaquin, Texas, a small town about 45 minutes northeast of Nacogdoches. He earned his Bachelor’s degree in Agricultural Economics with a minor in Financial Planning from Texas A&M University in May of 2022. After graduation, Matt worked for a financial planning firm in Shreveport, Louisiana, before joining the Holistic Planning team.

Matt has a passion to engage with clients in a holistic approach to wealth management, to cultivate and build strong client relationships, and to be an effective fiduciary providing top-level client service.

Matt and his wife, Michalla, were married on April 12, 2024, and they currently live in Timpson. They look forward to building a life and family together in the East Texas area. During his free time, Matt enjoys playing golf, going on trips, and spending time with friends and family.


You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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