Matter Team
Justin L. Thompson, CPA, CFP®
Justin is passionate about serving families and advising them through the complexities of wealth. He believes Matter’s integrated approach to wealth management and commitment to culture and learning are best practices in the industry. He also admires Matter’s dedication to aligning with clients.
His 15 years of experience include five years at Deloitte, where his clients included hedge funds, private equity funds, and single family offices. Justin is skilled at leading and facilitating family meetings, serving multi-generational families, and advising families through life transitions. His interests encompass everything from organizational development to estate and transfer planning, tax planning, investment management, trust administration, and beneficiary development. He also enjoys coaching and developing members of our team.
Justin earned a Bachelor of Business Administration (BBA) in accounting and an MS in finance from Texas A&M University. He also holds Certified Public Accountant and Certified Financial Planner designations.
With a passion for education and learning, Justin has previously served on the Board of Sponsors at Lumin Education, a Montessori school in Dallas. He revels in the competitive element of golfing, but what truly brings him joy is coaching youth baseball teams.