Matthew serves as a Wealth Analyst for Castleview, providing support and research for our wealth advisors. He is also responsible for providing client portfolio management support and assisting with client communication and marketing.
Prior to joining Castleview, Matthew worked in real estate investment services, non-profit work, and local startup companies. He was a Division I soccer player at Southern Methodist University, before transferring to the University of Oklahoma, where he graduated with a BBA in Entrepreneurship and Venture Management. Matthew is currently pursuing his Certified Financial Planner (CFP) designation.
Matthew is passionate about helping people and making a difference in the community. He is heavily involved with Fields and Futures, a non-profit that helps Oklahoma City public school kids realize their purpose and potential through sports. Matthew is also a proud volunteer of the OKC PAL (Police Athletic League), serving as an elementary basketball coach.