Matt Brown has been serving clients in the financial services industry since 2003. He began his career during his junior year in college, as a life insurance agent at Northwestern Mutual. He continued his education becoming a financial advisor, and is now a Certified Financial Planner.

Over the years, he has helped many professionals and business owners define and create their financial plan. Matt’s detailed approach helps his clients focus on their careers while resting assured that they are not overlooking opportunities to reduce taxes and properly plan for retirement.

Matt graduated from Oklahoma State University in 2004 with a Bachelor’s degree in Business Administration, with a major in Finance. Matt earned his CFP designation from the American College in 2022. His practice focuses on retirement planning, estate planning, and tax reduction strategies.

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