Envisioning your future is your job. Helping you get there is mine, and the key to financial success is to develop a strategy now that can help you reach your future goals. Every strategy we offer and every solution we recommend is based on your priorities.
I have a vision to live a life of abundance and generosity while helping others do the same, and I enjoy working with other hardworking families who are seeking guidance and advice on building and managing the wealth they have worked so hard to acquire. Every investor deserves to be understood, to be treated like a real person, understand their options and feel confident that any suggestion is in their best interest.
After an honorable discharge from the Marine Corps in 2005 and several years helping individuals and business improve their lives through health and wellness, I came to the realization that I could be more impactful to individuals and families by helping them with their finances, and joined Edward Jones in 2016. I found in Edward Jones a human-centered company with strong values that allowed me the freedom to manage my time and relationships while having the resources and support of a company that's helped people financially for nearly 100 years.
Outside of the office, I enjoy spending time with my family as well as reading, working out, playing recreation sports, house projects and riding my motorcycle. I also volunteer as a youth coach as well as at church and with various organizations such as Rotary, Chamber of Commerce and Knights of Columbus.
It's a privilege to serve as a guide and an advocate with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation – let's get started.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Business Retirement Plans
My Personal Interests
- Active Lifestyle
- Health & Nutrition
- Home Improvement
Phone NumberMatt Flax at (816) 795-1077
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