Matthew Waller joined Strategic Wealth Planning in 2021 as the firm’s Investment Officer. Matthew, who holds a Series 7 securities license and a series 57 securities trader license, is in charge of balancing, modeling, and executing SWP client portfolios. Matthew was born and raised in the Dallas area, holds a B.S. in Economics from UTD, and is working toward his MBA degree at Southern Methodist University. Matthew brings extensive experience to his position, having worked on an Agency trade desk providing both execution as well as trade support for institutional clients. In his position as Investment Officer, Matthew is responsible for investment research and due diligence and serves as a member of the SWP Investment Committee.