Matt joined Morling Financial Advisors in 2009 and serves as managing partner. He is responsible for the firm’s operations, compliance, and investment services. Prior to joining MFA, Matt worked at Bank of America’s Global Wealth and Investment Management division. Matt graduated with honors from the University of California, at Santa Barbara, and holds a BA in History. He is a CFA charterholder and CAIA charterholder. In the community, Matt serves on the Finance Team at the LSCC network of churches. In his free time, Matt enjoys spending time with his wife and two daughters, traveling, climbing, and enjoying craft beer with friends.