Qualifications
Education and Designations
- CERTIFIED FINANCIAL PLANNER™ CFP® PROFESSIONAL
- Bachelor’s degree in Fine Arts, University of Texas, 2001
- Fellow, Life Underwriter Training Council (LUTCF), The College of Financial Planning
Affiliations
- Member, TeXchange, 2014 - present
- Affiliate Member, ARMA (Austin Regional Manufacturing Association), 2014 - present
- Member, The Nautilus Group®, 2010 - present
- Registered Representative, NYLIFE Securities LLC
- Financial Adviser, Eagle Strategies LLC
- Member, Million Dollar Round Table*, 2008 - present
- Member, NAIFA (National Association of Insurance and Financial Advisors), 2008-present
Speaking Engagements
Matt has delivered presentations for a diverse set of organizations, including:
- Entrepreneur’s Organization, 2015
- Central Texas Study Club for Dentistry and Related Specialties and Sub-specialties, 2014
- University of Texas School of Law, 2013
- Texas Association of Business Brokers (TABB), 2011 - 2013
- New York Life Austin General Office, 2008 - 2013
- New York Life Top Producers, 2013
- New York Life Executive Council, Washington, DC, 2009
Publications
- "Set your growing enterprise up for success, consider a financial QB,” Austin Business Journal, October 10, 2014"
Community Involvement
- Austin Child Guidance Center, Development and Music Event Committee, 2011 - 2014
- Austin Classical Guitar Society, international concert series sponsor, 2013 - 2014 season
- Entrepreneurs Organization Sponsor, 2014 - present
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