meet our team
Our Coaches
Matt Dockall
Certified Financial Planner™
Retirement Income Certified Professional™
Matt’s professional goal is to remove financial stress for his clients and allow them to more fully devote themselves to their businesses, practices, families, and communities instead of worrying about their finances. Matt pledges to walk through life with his clients and be a lifelong resource to maximize their potential.
Matt graduated cum laude from Texas A&M University in 2012 with a Bachelor’s degree in Economics. After graduation, he worked in an economic development program called microfinance in Guatemala. Microfinance is a program designed to equip small-business owners with the resources to be successful. Matt enjoyed working personally with his clients, diagnosing their needs, and creating tailored plans. When he returned to the US, Matt decided to continue this process and build a career in financial planning.
Matt co-founded Presidio Financial to be able to offer unbiased advice and academically-sound investment principles. He has earned the designations, CFP® at Rice University and RICP® at The American College of Financial Services. These designations indicate Matt has a specialized education in retirement income and comprehensive financial planning, and is committed to professional and ethical best practices.
Matt is a member of West University Baptist Church and is married to his wife, Emily. He is a diehard Houston and A&M sports fan and looks forward to raising his son and daughter, Bennett and Hallie, to bleed maroon and white.
Joe Piazza
Certified Financial Planner™
Joe Piazza III partners with individuals, families, & business owners in order to guide them toward successful financial decisions. After 4 years working as a financial advisor for a broker-dealer, Joe left his previous employer to start Presidio Financial, LLC in 2019.
Mission: Joe Piazza chose a career in personal finance because of his passion to serve others. Being able to re-instill economic confidence based on sound academic theory while simultaneously developing personal relationships with his clients is extremely fulfilling to him. Joe is inspired to bring rare information to every person he meets.
Through-out his time in the industry, Joe has also seen how some traditional advisory services lack the education & discipline needed to create successful investing experiences over the long haul. That’s why Joe also believes in a coaching relationship with his clients. Individuals who work with Joe find more meaning and purpose around their money, which allows them to make clear decisions in alignment with that purpose, resulting in better understanding and confidence around their financial plan.
Personal: Joe is a native Houstonian, attended Strake Jesuit College Preparatory class of 2010, and graduated from Texas A&M in 2014 with a Bachelor’s in Management and a Minor in Economics. He enjoys fishing, hunting, and sports of any kind. He is a die-hard Houston sports fan, a live music enthusiast, and amateur musician. He is a parishioner at St. Michael the Archangel Catholic Church.
At Presidio Financial, we believe you should have a financial coach instead of a financial advisor. The top performers in the world, whether in athletics, business, spirituality, or academia, would not be able to reach their peak performance without a mentor or coach guiding them. A coach makes observations, holds you accountable, corrects negative behavior, and motivates you to push beyond what you thought possible. In our experience, the field of personal finance is no exception.
Presidio Financial is a registered investment advisor in Texas and Louisiana.
5850 San Felipe Suite 500 Houston, TX 77057
711 W Bay Area Blvd Suite 272 Webster, TX 77598