Matthew is a Certified Plan Fiduciary Advisor® and Certified Financial Fiduciary® devoted to hospitality and the client’s best interest as his primary focus.

Matthew has been delivering holistic financial advice since 2013 by helping independent, newly independent women, and families of equality. His clients can expect attention to detail and creative planning ideas through effective estate, tax, and investment planning opportunities.

He developed his career through many national investment firms such as Edward Jones, Wells Fargo Advisors, the Advisor Group (Osaic), and LPL Financial. Seeking a truly fiduciary environment, Matthew chose to partner with Lifeworks Advisors to help lead the future of advice to his clients and future generations.

Though Matthew started his practice in Napa, California, his office now resides in beautiful St. Francisville, Louisiana, working with many remote clients across the country. He is married to Leslie, who specializes in marketing for wineries while raising two beautiful children, Lucy and Caroline. As a former chef for 15 years, he spends a lot of time cooking and entertaining with friends and family.