Matthew has worked with clients since joining HHM in 2018 after graduating from Lee University. As a previous supervisor for HHM CPAs in the Audit and Assurance department, he worked with and advised clients in all areas of their business. He oversaw audit field work and the preparation of financial statements, along with tax planning and tax preparation for both businesses and individuals. Matthew joined HHM Wealth Advisors in 2022. His primary responsibilities now include providing holistic financial planning to high-net-worth families, business owners, and successful professionals. Helping them to achieve their goals through appropriate investment, retirement, tax, estate, and insurance planning.
Matthew enjoys finding strategies and solutions that achieve the most advantageous outcomes for clients. He has a passion for helping clients build, preserve, and steward their wealth. He believes, “The best financial plan is proactive, not reactive.”
Matthew lives in Ooltewah, TN with his wife, Ashley, and two boys, Kameron and Wesley. When Matthew isn’t working, he is outdoors as much as possible. He enjoys hiking with the family, cycling, and trail running.
Education
Areas of Concentration
Professional & Outside Affiliations
