Brian Matlock
TRADING and OPERATIONS

Wealth Management is a major responsibility that requires tremendous care and effort. My philosophy is simple. I have a client-centered approach with a passion for service to help clients achieve their goals. I have over 25 years of client service and trading experience with Fidelity Investments and TD Ameritrade. I enjoy creating solutions to complex trading scenarios while maintaining a high ethical standard.

I graduated from Texas A&M University with a degree in Finance. I grew up in the Lake Highlands neighborhood of Dallas and currently reside in Keller with my wife, Kim, and our four children. I am active in my local church and other community activities. It is my pleasure to serve you in any way I can.