Leading IRA & HSA Specialists

We help navigate the complex world of IRAs in an uncomplicated way. Leading IRA & HSA Specialists

We help navigate the complex world of IRAs in an uncomplicated way.

Our Services

We pride ourselves on offering services that any institution could find helpful, no matter the size. We offer dynamic pricing on specific services to ensure you are paying for what you need and nothing more. From monthly newsletters to customized IRA training, we are sure to have something that both you and your customers will benefit from.

President/CEO

With almost two decades of banking experience ranging from opening new accounts and IRAs, lending, managing operational and lending teams, and serving in key executive management positions - Matt knows the benefit of frontline solid training and its role in driving operational, regulatory, and reputational risk. Effective 2024, Suzie Jones retired after five decades in the financial industry. Matt acquired Training Resources, committed to continuing the new account training programs and materials Suzie developed, recognized for their customization to state law and as one of the industry's most outstanding and comprehensive resources.

Matt is known for his expertise, approachability, sense of humor, and passion for providing knowledge to bankers so they can serve their banks' customers confidently while managing risk. He gives training through 16 State Bank Associations and nationally through OnCourse Learning, a web-based training platform. Matt enjoys family time with his wife and four daughters, cooking, and has completed three full Ironman triathlons, a testament to his dedication and patience, which are traits bankers can expect to experience when interacting with Matt.