Matt Shields

Partner

Matt has worked as a financial advisor since 2010. Prior to that, he spent six years working with small business owners as a business banker with Chase Bank. In all his time in the financial services industry, he has always been passionate about supporting his clients in all aspects of their lives, their businesses and their wealth management needs. Whether working with families or small business owners, Matt takes a comprehensive approach to understand their financial goals and objectives so he can ensure the recommended strategy is always in the client’s best interest.

Matt graduated magna cum laude from Stephen F. Austin State University with a major in business administration and minor in finance. He holds Series 7, 63, and 65 registrations.

Away from the office, Matt enjoys spending every minute with his wife Shelby and their two daughters Everly and Isla, occasionally slipping away to play a little golf.