Mathew is a Partner and Private Wealth Manager, working directly with clients to develop and implement their comprehensive financial plans and address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable gifting. Mathew’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan.
Mathew brings more than 25 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he was Owner and Chief Investment Officer of an independent investment advisory firm where he served high-net-worth individuals and families, particularly dentists, physicians, and business owners, across 40 states.
Mathew earned a Bachelor of Science degree in Finance from Auburn University. He is a Level III Candidate in the Chartered Financial Analyst® program.
Mathew and his wife, Catherine, enjoy travelling, hiking, and serving as aunt and uncle to six nieces and nephews.
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