Steve etc.

Below is a slightly revised BIO etc. for Matt, along with his contact info.

I would stress that whatever anyone’s financial status, they can learn from Matt  

Stephen T. Pettise

Have you ever considered how wealth, and the enjoyment of that wealth, are connected? Or, as you likely know, that wealth is often thought of as a burden of responsibility and an issue that could possibly ruin your children or grandchildren?

Our speaker on November 21^st is Matt Davis, Chairman of Oakmont Group based in Houston, Texas. They help their clients answer some of the most difficult questions surrounding wealth.

Their mission for forty years has been to help their clients maximize the enjoyment and impact of their wealth by aligning it with their unique needs and value systems. 

They work solely in the area of estate planning for some of the wealthiest families and business owners in America.

Matt is the co-founder of Oakmont group, which serves over fifteen percent of the Forbes four hundred wealthiest individuals, as well many other high net worth families and business owners. From its inception, Oakmont has helped families transition and protect their wealth.

Oakmont has served as the back office of three of the major national accounting firms, national banks and law firms and many of America's largest RIA wealth management firms.

Matt has served on multiple corporate boards, was the founding shareholder and board member of the largest and fastest growing insurance startup, which resulted in a successful exit, returning 78 times on investment in 11 years. In addition, he has helped create products for the insurance industry, benefiting high and ultra-high net worth clients.

Matt is married to Jeri. Next year, they will celebrate forty years together. They have two grown children, and one grandchild. He is an avid skier and outdoorsman. He loves traveling with Jeri, reading, running, working out and spending time with family and friends at his home in the mountains.