Meet Matthew
Matthew is a Sr. Wealth Advisor based in Colleyville, Texas. Prior to joining Mercer Advisors, he held positions at Vanguard, Charles Schwab, and Merrill Lynch. He has been a financial advisor since 2005. Matthew earned a B.S. degree in finance and management from Iowa State University. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™.
Matthew’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matthew has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
His working style
Matthew is known for his laid-back demeanor and thoughtful approach — he listens carefully before taking action. He has a talent for simplifying complex financial concepts and using clear illustrations to make them easy to understand. He’s passionate about building long-term partnerships grounded in trust, transparency, and a shared sense of purpose. If you value collaboration and a steady hand through life’s big financial moments, Matthew is a great fit for you.
Matthew in real life
What keeps you busy outside of work?
I enjoy staying active — whether it’s road biking, hiking, traveling, playing pickleball, golfing, or catching a live music show. I value time with friends and family, love a great meal, and rarely miss a good college football game.
How do you give back?
I am committed to giving back through mentorship, volunteering, and supporting organizations like Meals on Wheels. I believe in making a positive impact both professionally and personally.
What makes you tick?
I grew up in a small town in Iowa, where my parents worked in education. Watching them serve others taught me the importance of treating people with respect, helping them, and educating along the way. Those lessons remain deeply ingrained in my approach to advising today.
Matthew’s snapshots
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