Matt brings several years of professional financial experience in understanding the financial and emotional issues behind helping to transition from acquiring wealth to help grow and protect that wealth. Deeply familiar with the emotional and financial challenges associated with transitioning wealth for executives, entrepreneurs and inheritors, among others, Matt seeks to understand each client’s current situation and goals and crafts a flexible and enduring financial, investment and risk management plan.
A graduate of Texas State University, Matt earned a B.B.A. in Finance in 1997 and is a CERTIFIED FINANCIAL PLANNER™ professional. Travel is a special passion of his, and favorite destinations for the Weinheimer family include Costa Rica, Hawaii and Florida. In and around Austin and on the road, he enjoys mountain biking, fly fishing and scuba diving.
Education:
- A graduate of Texas State University, Matt earned a B.B.A. in Finance in 1997
Facts:
- Served on the board of the Rotary Club of Austin
- Former president of the Young Men’s Business League
- Served on the capital campaign committee of the Austin Sunshine Camp
