RETIRE HAPPY

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WE ARE MJ

WE ARE MJ

OUR MISSION. OUR GOALS. OUR PURPOSE.
WE ARE MJ. AND WHAT GETS US GOING EVEN MORE THAN A JOLT FROM BOLD COFFEE IS KNOWING WE CAN HELP DESIGN THE RETIREMENT YOU’VE ALWAYS IMAGINED. SO HOW ABOUT WE SIT DOWN AND CHAT ABOUT YOUR GOALS OVER A FRESHLY BREWED CUP OF JOE. 

“YOU ARE NEVER TOO OLD TO SET NEW GOALS OR DREAM A NEW DREAM.”
– C.S. LEWIS

OUR DREAM TEAM

Matthew James Tax & Wealth Management Managing Partner John Blanchard

JOHN BLANCHARD

MANAGING
PARTNER

Matthew James Tax & Wealth Management Employee Emily Freyou

EMILY
FREYOU

CLIENT SERVICES REPRESENTATIVE

Matthew James Tax & Wealth Management Employee Cole Frederick

COLE
FREDERICK

CLIENT SERVICES REPRESENTATIVE

our values

TEAM WORK

INTEGRITY

DRIVE

INNOVATION

Matthew James Tax & Wealth Management Employee Emily Freyou

EMILY
FREYOU

CLIENT SERVICES REPRESENTATIVE

Matthew James Tax & Wealth Management Employee Cole Frederick

COLE
FREDERICK

CLIENT SERVICES REPRESENTATIVE

Matthew James Tax & Wealth Management Employee Hailey Domingue

HAILEY
DOMINGUE

NEW CLIENT SERVICES REPRESENTATIVE

Matthew James Tax & Wealth Management Employee Brian Leleux

BRIAN
LELEUX

CHIEF MARKETING OFFICER

WEALTH WEDNESDAYS: ON AIR NOW!

WATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY WEDNESDAY @ 12PM CST, ON KLFY TV10

MONEY MONDAYS: ON AIR NOW!

CATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY MONDAY @ 12PM CST, ON KLFY TV10