About Matt
Matt’s background includes 18 years of sales and client service, focusing on employer sponsored defined contribution retirement plans for small to midsize businesses, individual retirement accounts, individual money management, life insurance and wealth management solutions. Matt carries licenses in both the insurance and securities licenses Series 7, 63, and 65. Formerly, he was an agent and registered representative with American Family Insurance, LLC but started in residential real estate appraisal. Matt attended Texas Christian University, the University of Missouri and the University of Phoenix studying inter-disciplinary studies and marketing, graduating with Bachelor of Science Degree in Business Marketing.
Education
Bachelor of Science
Business Marketing
Texas Christian University
University of Missouri
University of Phoenix
Certifications & Licenses
Series 7, 63 and 65 insurance and securities