Stewardship Over Success.
Faith Over Fear.
People Over Portfolios.
Our calling is simple: to help people steward what’s entrusted to them — wisely, faithfully, and with joy. Because wealth isn’t the destination, it’s a tool to live out your purpose.
Sound Wealth began with a simple idea: financial planning should feel personal, purposeful, and steady.
After years in the financial industry, we saw that most people didn’t need another transaction — they needed someone to truly guide them. Clients weren’t just asking about investments or taxes; they were asking life questions.
“Am I making the right decisions for my family?”
“How do I run my business without burning out?”
“What’s the wisest next step?”
Matt founded Sound Wealth to meet that need — combining professional expertise with genuine care and a biblical approach to stewardship. His goal wasn’t to create another firm that talked about performance; it was to build a place where clients could find clarity, honesty, and partnership for the long haul.
We’re here for the business owners, families, and everyday believers who want more than numbers on a statement. They want clarity in their decisions, confidence in their direction, and someone to walk beside them through life’s changing tides.
Matt leads Sound Wealth with a teacher’s heart and a planner’s precision.
He brings over a decade of experience in comprehensive planning, tax strategy, and business advisory — and a calling to make faith the cornerstone of financial stewardship. His clients know him not only as an advisor, but as a coach, listener, and partner in their journey.
Outside the office, you’ll find Matt coaching his kids’ teams, serving in his church, casting a line on the water, or daydreaming about getting back behind the wheel of a Miata someday.
Jess brings the heart to the brand. She’s passionate about connecting people to purpose — coordinating community outreach and volunteer initiatives, and helping Sound Wealth’s message reach more families.
Her creative spark and love for storytelling help ensure every client interaction feels genuine, warm, and personal. Jess reminds us daily that joy, generosity, and gratitude are the foundation of good stewardship.
Levi is the newest addition to the team — a recent Liberty University graduate with a strong passion for faith-based financial planning.
He supports our clients through meeting prep, plan implementation, and follow-up, ensuring every detail is handled with care. His enthusiasm for learning and heart for service make him a perfect fit for Sound Wealth’s mission of guiding clients through wise, biblical decision-making.
Friendly financial advice from our family to yours
Let’s Walk This Journey Together
We know life doesn’t fit neatly into categories. That’s why we take the time to understand your story, your goals, and your values — so every financial decision reflects both your calling and your future.
You don’t need to have it all figured out. You just need someone to walk with you.