CEO and Portfolio Manager

Matt graduated from Oklahoma Baptist University in 1999 with a BBA in Management. He entered the financial services industry in 1999. For just over 10 years he was associated with John Hancock Financial Network providing investment, insurance and financial planning advice to retail clients. Since 2008, Matt has transitioned to active money management utilizing tactical trading strategies. He currently serves as Portfolio Manager on SRG’s investment committee and oversees the daily execution of SRG’s investment models for clients and institutions.


COO and Director of Marketing

Jon brings years of management, operations and marketing experience to SRG. He was a leader in management and sales for a national insurance/ banking company for more than 11 years. Jon managed 25+ locations while being recognized as a multi-year award recipient of the Conference of Champions for both marketing and management roles. He then transitioned to become an independent advisor, offering clients investment, financial services and planning advice, as well as educating clients regarding insurance solutions within the financial planning process. Now with SRG, Jon leads the daily operations and marketing efforts of Signal in promoting the firm’s culture and wide range of unique and customized strategies.


Relationship Manager and Professional Assistant

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.