Matt Nelson

Financial Advisor
San Antonio, TX
830-816-5131

Matt has been in the financial services industry for over two decades. Due to Matt’s tenure, he has wealth of experience assisting high-net-worth individuals work through a multitude of financial challenges to develop a holistic approach to wealth management and asset protection. He also works with many large corporations throughout the Midwest and Southwest handling their retirement plans. Specifically, he consults with plan sponsors regarding fiduciary protection, vendor search and selection as well as face-to-face participant education.

Matt’s approach to these services begins with a strong relationship with his clients by understanding their needs, listening to concerns, then coordinating with tax and legal experts to develop a holistic plan.

Matt and his wife Ashlee are very excited to raise their two daughters in the Boerne community and become very active in supporting the local community. In his short time in the hill country, he is already active with the Fair Oaks Ranch Country Club, Boerne Chamber, Kendall County Fair and a Kendall County 4-H volunteer. In his spare time, Matt enjoys spending time with Ashlee and their two girls Sophie and Lexie. He is an avid outdoorsman and enjoys playing golf, hunting, skiing and traveling.

Matt earned his bachelor’s degree from Kansas State University, and has received several prestigious industry awards. He holds the following licenses and designations: Accredited Investment Fiduciary (AIF®), FINRA Series 7, 63 and 65 registrations as well as life and health insurance licensed in multiple states.