Matt Brooks joined Texas Trust Investment Services in February of 2024. Before joining the team, he served as manager of a service team at Charles Schwab and led them to the number one company-wide ranking in overall client satisfaction; Matt takes service seriously! He has over five years of experience overall in the financial services industry. Before entering the industry, he was in leadership with the Texas Health and Human Services Commission. He holds a Bachelor of Science degree in Accounting from Western Governors University.
Matt is passionate about helping members pursue their financial goals, whether they are in their working years, approaching retirement, or already enjoying their retirement. He works with each member to ensure that their overall financial plan is in line with their objectives and risk tolerance. He is a firm believer in education, making sure that members are aware of all opportunities available to them to better pursue their needs.
Matt was raised in Grand Prairie, TX, where he currently resides with his wife and their three children. In his spare time, he is an avid college football fan and attends games whenever possible. He also enjoys reading, traveling, and serving in his local church.
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Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Texas Trust Credit Union and Texas Trust Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Texas Trust Investment Services, and may also be employees of Texas Trust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union or Texas Trust Investment Services. Securities and insurance offered through LPL or its affiliates are:
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