Matt joined Kore Financial Group in 2017. Prior to joining the firm, he gained experience in the banking and financial services industry, where he discovered his passion for helping people plan their financial futures. Matt is committed to understanding what matters to his clients before working with them to create and implement a plan that helps them succeed. He believes that planning, along with education and creating sound financial habits, is the key to success. He specializes in working with medical professionals, contingency-based attorneys, and small business owners.
Matt graduated from the University of Louisiana at Lafayette with a degree in Business Management. He has passed the FINRA Series 7, 63, and 65 exams, as well as the Louisiana Resident Life and Health Insurance exam. He also holds the CERTIFIED FINANCIAL PLANNER® designation.