Matt joined KCS Wealth Advisors 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. He is committed to understanding what it is that is important to his clients, before working with them in creating and implementing a plan to help them succeed. He believes that planning, along with education and creating sound financial habits are the keys to success. He specializes in working with medical professionals and small business owners.
Matt graduated from the University of Louisiana at Lafayette with a degree in Business Management in 2014. He has passed the FINRA series 7, 63 and 65 exams in addition to the Louisiana Resident Life and Health Insurance exam. He also holds the CERTIFIED FINANCIAL PLANNERTM designation.