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Matt Klotsche


Matt was born and raised on Long Island, NY. This is his second stint in Dallas, having lived in DFW from 2010-2015. Matt is an avid sports fan and a diehard supporter of the NY Jets and Knicks. He continues to scout local players for the San Diego Padres in a voluntary capacity. He enjoys playing golf in his spare time and is on the hunt for the best BBQ in the Metroplex.

Business Philosophy

Matt’s goal is to help our clients to have peace of mind. They have spent their lives building their savings and Matt believes it’s our job to help protect it. Matt feels that’s a very meaningful and important role and that clients deserve more than just an investment strategy designed to help protect their assets. He believes we must communicate and develop a relationship with our clients that is more than transactional. He believes that by taking the time to get to know our clients, that we can try to anticipate and service their needs and goals.


  • BS Industrial and Labor Relations
  • Cornell University JD
  • University of Florida Levin College of Law

Business Experience

Attorney- Estate Planning and Elder Law