Matt joined Fluent Financial as the Director of Operations in 2024. Prior to becoming part of the team, he worked at Fisher Investments for six years. Matt is responsible for overseeing the day-to-day operations of the firm, managing all personnel roles and responsibilities, and strategic planning of the business in close partnership with Mitch. Currently, he holds his Series 65 (Uniform Investment Adviser Law License) with Private Client Services (PCS).
Matt and his wife Yanely live in Flower Mound and recently welcomed their baby girl Gianna into the world. When not at work, Matt enjoys going on long walks with his dogs Bella and Rocky, traveling the globe, and eating at delicious restaurants.
Our process helps you retire confidently—sooner than you thought possible.
Initial Review – A complimentary portfolio assessment to evaluate your investments, risk exposure, and retirement timeline.
We identify tax-saving opportunities and fine-tune your strategy to maximize cash flow while maintaining financial security.
We implement our proven investment models, helping you retire sooner while keeping your financial future secure.
You’ve built your wealth—let’s ensure it works for you. Whether you’re planning for retirement, optimizing investments, or securing your family’s future, our team is here to help.
Securities offered by Registered Representatives through Private Client Services (PCS), Member FINRA/SIPC. Fluent Financial, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Fluent Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fluent Financial, LLC unless a client service agreement is in place. Investment advice is offered through Fluent Financial, LLC, a registered investment advisor and an unaffiliated entity from Private Client Services (PCS) . The Private Client Services (PCS) representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IA, IL, LA, MA, MD, MI, NC, NM, OK, OR, PA, TN, TX, VA, WA. Privacy Policy / Terms of Use.
