Matti Craig
Assistant Financial Advisor
mattison[at]
Matti Craig is an Assistant Financial Advisor of Dean, Jacobson Financial Services, LLC and has been with the firm since January of 2024. Matti joined the firm after graduating from Texas Tech University in 2023 with a Bachelor of Science degree in Personal Financial Planning (PFP) and a minor degree in Human Sciences. In her role as Assistant Financial Advisor, Matti provides important support and research for the firm’s senior advisors and delivers essential levels of service directly to clients. She has been instrumental in implementing the firm’s latest wealth management software and assisting clients in their understanding and use of this important resource.
During her college years, Matti gained valuable experience working as a Financial Planning Intern for Carson Wealth Group in Omaha, NE, where she worked with a team of advisors servicing high net worth individuals. She was also a member of the Personal Financial Planning Association (PFPA) and an officer of the Knowledge Empowering You (KEY) Organization where she served as an educator and coach. Through the KEY organization, Matti earned the opportunity to serve the Lubbock community through financial literacy education. As an educator, she did this through presentations given to several non-profit organizations as well as elementary and middle schools. As a coach, Matti worked one-on-one with Lubbock County Detention Center inmates providing personalized assistance and education related to budgeting, goal setting, credit, and many other areas. During her last semester, she was able to serve more members of the Lubbock community at the Charles Schwab Foundation Personal Financial Planning Clinic at Texas Tech.
Matti’s passion and motivation for joining the financial services industry stems from the “human” side of finance, including behavioral finance. She reflects on her time with KEY as one of the most meaningful experiences in her college career and in life, which inspires her desire to help DJFS clients reach their personal financial goals, and then to utilize those resources to pursue their holistic life goals.
Matti’s professional licenses include the Securities Industry Essentials (SEI), Series 7 (General Securities) through LPL Financial and Series 66 through Dean, Jacobson Financial Services, LLC. She is currently working towards earning her CERTIFIED FINANCIAL PLANNER™ designation and is also a member of the Financial Planning Association (FPA).
Matti is a native Texan and was raised in Mount Pleasant, Texas. Her hobbies include anything outdoors, especially hiking, kayaking and working with horses, as she spent many years competing in rodeos. She also enjoys spending time with her large family and close friends. Her most beloved hobby is watching and supporting Texas Tech athletics, especially the Men’s Basketball team!