Matt Gonzalez serves as a Client Service Specialist, where he supports clients through clear communication, responsive service, and attention to detail. He earned a Bachelor of Science in Business from Texas A&M University with minors in Financial Planning and Artificial Intelligence in Business.
Prior to joining the team, Matt gained experience through roles with Texas Regional Bank and Allstate Financial Services, where he developed skills in client service, relationship management, and financial industry operations. He is committed to creating a positive client experience and helping ensure clients receive timely and professional support.
Originally from the Rio Grande Valley, Matt enjoys fitness, endurance training, creating educational content, and following the Boston Red Sox, Dallas Cowboys, and San Antonio Spurs outside of work.
*Not registered with LPL Fianancial