Every day I have the opportunity to live my passion -- helping others reach their highest potential. For two decades, I accomplished this through teaching, fitness and nutrition coaching, and student mentoring, and I now bring those skillsets to the world of personal finance. As your financial advisor, my priority is to truly understand what is important to you and build personalized strategies that will help launch you toward your goals. Whether your goal is planning for your ideal retirement, generating a lasting income while enjoying your current retirement, saving for educational expenses for your children or grandchildren, or ensuring your family is secure when you are gone, I am here to help you. Throughout the process, I am dedicated to providing you with the highest level of service possible.
Additionally, I am not alone in exceeding your client experience. Thousands of people and advanced technology support my office to ensure you receive the most current and comprehensive guidance. I also welcome the opportunity to work alongside your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages each professional's expertise.
I received two undergraduate degrees from Texas A&M University, and while raising six kids, completed a Master of Art and a Master of Divinity from Liberty University. Outside of the office, I am a busy mom of six, a fitness enthusiast and an active member in my local community. I am especially passionate about helping young people and have multiple years of volunteer service with various local organizations including the Austin Stone Community Church, WATCH Co-op and Refugee Services of Texas. I currently reside in Round Rock, Texas, with my wonderful husband and youngest two boys.
I look forward to speaking with you and getting your complete, tailored financial strategy started today.
- Retirement Savings Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Divorce Finances
- Charitable Giving
- College Savings
My Personal Interests
- Health & Nutrition
- Personal Fitness
- Outdoor Enthusiast
- Social Responsibility
Phone NumberKari Matney at (512) 584-8661
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