10 months ago
CAPTRUST’s Financial Wellness Solution for Plan Sponsors
As more employees look for financial help and resources, many...
Senior Associate,
Financial Planning
CAPTRUST welcomed Matthew in 2021. He specializes in providing financial advisory services to individuals, families, and institutions. Matthew strives to educate clients toward the best options for any situation—from wealth accumulation to retirement and estate planning. He takes a client-centric approach, providing a positive experience and building long-term relationships.
Matthew joined us from Stewardship Financial Advisors, LLC—a comprehensive financial services firm—where he served as associate advisor. In this role, he built trust by providing transparency, clarity, and financial peace of mind for clients. Prior to Stewardship, Matthew was a financial consultant for Charles Schwab. He earned a Bachelor of Business Administration degree in finance from Auburn University at Montgomery.
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