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Matt has more than 10 years of experience in the financial industry, having spent seven of those years at Jackson National as an Internal Wholesaler and Sales Team Lead. He graduated from Ohio State University where he majored in Finance.
During his free time, Matt enjoys spending time with his wife, Jenny, and two children. They’ll likely be doing something active like frequenting a favorite park, attending a live concert or going on a weekend trip. They’re always on the go, except for when they’re in front of the television rooting for one of their favorite teams: The Ohio State Buckeyes, Cincinnati Bengals or Georgia Bulldogs.
Matt enjoys his role consulting and partnering with financial professionals throughout the south Texas area, helping them to design and implement planning strategies for their clients.
Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in Finance and Risk Management and Insurance.
Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time they enjoy traveling, cooking and home renovation projects.
Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.