Founder, Partner, Advisor
Charlotte began her career in financial services in 1982 and was a CERTIFIED FINANCIAL PLANNER™ for 35 years. Charlotte has received numerous accolades throughout her career, for her leadership and production.
Charlotte loves spending time with her husband, Brent, their children, grandchildren, and great grandchildren. One only has to look around her yard to also notice that she enjoys her flower beds a great deal.
Managing Partner, Advisor
Matt graduated from Texas Tech University in 1992. In 1996, Matt joined his mother, Charlotte, in the family business at Money Methods.
Matt enjoys teaching consumers in a classroom and webinar setting, focusing on retirement planning issues He has a unique talent of taking Ph.D. level financial concepts, and communicating them in a way that main street can understand.
In his downtime, Matt enjoys spending time with his wife Rena, and their 2 adult children, Ryan and McKaylee. He also enjoys lifting weights, good Christian music and cheering on his Red Raiders.
Carol has worked in the Financial and Insurance industry for over 40 years, including 27 years at Money Methods as Manager of Back Office Operations and Client Services. She loves spending time with her grandkids, supporting mission work, and researching genealogy.
Service, in short, is not what you do, but who you are. It is a way of living that you need to bring to everything you do, if you are to bring it to your customer interactions.
Rena graduated from West Texas A&M University in 1990 with a B.B.A. in General Business. After spending a few years as a stay-at-home mom, she joined Money Methods in 2000 as a bookkeeper.
Rena enjoys spending time with her husband, Matt, and their adult children, Ryan and McKaylee. Her other interests include traveling, photography, playing games, and reading books.