Matt Gist, AIF®, CPFA®

Matt Gist, AIF®, CPFA®

Assistant Vice President Retirement Plan Advisor

Office: 817-820-8117
E-mail:
 

Matt Gist brings energy, passion and experience to the retirement plan space, having worked exclusively with a leading retirement recordkeeper in both client-facing and advisor support positions.

He connects on a personal level to develop meaningful relationships with plan sponsors and retirement plan participants, uncovering areas for improvement and working together to implement suitable plans of action.

Understanding the importance of fiduciary due diligence, he earned the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations. A long-time DFW resident, Matt is a graduate of Oklahoma State University, where he earned his Bachelor of Science in Finance. He also holds his FINRA Series 7 and 66 securities licenses through LPL Financial.

As part of HUB Texas Retirement, Matt's role is to provide retirement plan sales and support for the North Texas region and beyond.

Matt has many interests -including golfing, kayaking, and running - he has even taken the opportunity to skydive! He enjoys volunteer work and has served as a volunteer, coach and contributor for Special Olympics Texas and has also assisted his father with coaching the special needs Miracle Baseball League in Southlake.