Harley Matthews

Harley is committed to providing thoughtful, attentive support to the clients we serve, combining a strong background in finance with a proactive, relationship-focused approach. She entered the financial-services industry in 2024 and holds a Texas Department of Insurance License and Series 65 license. She earned both a Bachelor’s degree in Finance and a Master of Business Administration from Sam Houston State University.

She approaches each responsibility with professionalism, care, and close attention to detail. By communicating important information, coordinating next steps, and following through on commitments, she helps create a smooth and organized experience for clients. Her reliability and approachable nature help clients feel comfortable, informed, and supported throughout the planning process. Working closely with the broader team, she helps ensure questions are addressed and each client receives the attentive service they deserve.