CHJ Wealth Management

Matt is a portfolio manager with a disciplined, research-driven approach to investing. He focuses on building and maintaining portfolios that reflect each client’s risk tolerance, long-term goals, and overall financial plan. Matt has a passion for cost-efficient, tax-aware portfolio management and works to ensure every investment decision is grounded in discipline and aligned with the bigger picture of helping clients stay confident through changing markets.

In college, Matt played baseball at Southwestern University in Georgetown, Texas. In his spare time, he enjoys being with his wife and two children and cheering on his beloved Astros.

Mike is a financial advisor and CPA with over 13 years of experience. He has a passion for guiding businesses and families through complex financial decisions. He is recognized for his patient, thoughtful approach and his ability to simplify complexity into clear, practical steps. His work centers on helping clients move from hesitation to confident action, building strategies that align with both their financial goals and life priorities. 

When he is not working with clients, Mike loves afternoons at the playground with his kids, trying out new recipes in the kitchen, and a good board game with family and friends.