
Matt's Story
Matt has been educating clients and acting as their Financial Pathfinder for over 13 years. Matt started his Financial Planning career with Edward Jones in 2003 and then moved to LPL Financial in 2005 to utilize LPL's independent structure ensuring he can advise and offer clients what is suitable for them.
He has lived in Texas for over 50 years and his wife, Lori, has lived here for almost 10 years after immigrating from Canada. He has a heart of service and loves teaching and sharing skills gained through work and volunteering. Matt currently volunteers his time with Mark9 Search and Rescue, a K9 based SAR team that is a free resource for Law Enforcement and Government Task Forces that help find missing people. In previous efforts Matt is the past President of the Rotary eClub of North Texas and a Martial Arts Instructor to at risk kids.
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At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.