Matthew G. Hartman

President - Advisory Representative

Education

Matthew received his B.S. in Psychology and Political Science from Texas A&M University (College Station) in 2001. During his time at A&M, he was selected to the Dean’s List, and invited to join the Golden Key as well as the Phi Eta Sigma National Honor Societies. In addition, Matthew was selected to the Eisenhower leadership program, which takes the top 80 Junior level students from all majors for real world projects within the community. This program also featured various lectures from industry and world leaders, including former President George H.W. Bush, and Defense Secretary Robert Gates. After working for a major mutual fund company, Matthew attended his first year of law school at Texas Tech University School of Law, finishing the year in the top 10% of his class. He then transferred to University of Houston Law Center. During his time in Houston, he clerked for nationally known attorneys, preparing legal research as well as aided in trial. Matthew has had extensive course work in insurance law, business organizations, as well as taxation. Moving back to San Antonio, he chose to pursue a career in financial services as opposed to law.

Experience

Matthew has worked for SA Financial Solutions for over 4 years, preparing income plans, evaluating investments, as well as presenting full financial plans to clients. Prior to attending law school, he worked at a major mutual fund company within the operational aspects of the company. Matthew would assist brokers and individuals on a daily basis regarding account issues involving IRAs, Closed End Mutual Funds, 529 Plans, and 401(k) accounts. In addition to his financial background, Matthew has had extensive coursework in insurance, corporate and tax law.

Personal

Matthew is an avid basketball player and also enjoys tennis as well as mountain biking. When he is not studying financial material, he enjoys reading about U.S. history, particularly Cold War Intelligence.