Our Team
What We Do
Financial Coaching That Starts With Purpose
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.
About Us
Align Your Money With Your Values
When our emotions and instincts can sometimes be our own worst enemies, a financial coach provides invaluable discipline and objectivity to stay the course. A financial coach provides unbiased education and partnership to unlock a depth of understanding that is required for true financial peace of mind. Most importantly, a financial coach asks the questions to help you discover your true purpose for wealth. This discovery empowers you, so that you can use your money as a tool to fulfill your true purpose. This, we believe, is the path towards happiness.
Founders
Joe Piazza
Certified Financial Planner™
Joe Piazza's professional goal is to improve the trajectory of his clients' lives through comprehensive financial planning, academically sound investing, and behavioral accountability. Honesty, operational transparency, and integrity are cornerstones to building trust with his clients. Educating his clients on timeless financial principles while simultaneously developing personal relationships brings great joy and purpose to his career.
Joe is a native Houstonian. He attended Strake Jesuit College Preparatory class of 2010. He graduated from Texas A&M May’s Business School in 2014 with a Bachelor’s in Management, a Minor in Economics, and a Certificate in International Business.
Joe started in the industry in 2014 at Wealth Design Group. He began the challenging process of building his clientele from nothing. After 4 years of hands-on training & development, Joe struck out on his own to co-found Presidio Financial in 2019. He also earned his Certified Financial Planner™ designation to further his expertise in the field of comprehensive financial planning and committed to professional and ethical best practices.
Joe enjoys fishing, hunting, and traveling. He is a die-hard Houston sports fan (GO STROS), a live music enthusiast, and amateur musician. He and his loving wife Gianna live in north west Houston with their two dogs. They will be welcoming a baby boy in 2025! They are parishioners at St. Michael the Archangel Catholic Church.
Matt Dockall
Certified Financial Planner™ Retirement Income Certified Professional™
Matt’s mission is to remove financial stress for his clients and allow them to more fully devote themselves to their businesses, practices, families, and communities. He believes that, through better planning, his clients will feel more free to be generous with their time, wisdom, and money.
Matt graduated cum laude from Texas A&M University in 2012 with a Bachelor’s degree in Economics. He launched his financial planning career at Wealth Design Group, where he became the first advisor in the firm's history to earn the Leader's Club award in their inaugural year.
In 2018, Matt co-founded Presidio Financial to deliver unbiased advice grounded in academically-sound investment principles. He holds the CFP® designation from Rice University and the RICP® from The American College of Financial Services — reflecting specialized expertise in comprehensive financial planning and retirement income, along with a deep commitment to professional and ethical best practices. He is also a proud recipient of the Five Star Wealth Manager award for 2024, 2025, and 2026.
Outside of work, Matt is a member of Antioch Houston church and is married to his wonderful wife, Emily. Above all, he seeks to honor God through his work — with dedication, care, and Heavenly wisdom. On weekends, you'll find him enthusiastically (and unabashedly) raising his three kids, to love Houston and Texas A&M sports — through all the ups and downs.
Service Team
Sarah Carter
Client Service Manager
Sarah Carter has called Houston home for the past five years, proudly repping all things women’s sports — especially if Caitlin Clark is on the court. When she’s not cheering from the sidelines (or the couch), she’s with her labradoodle Percy or staying active with Pilates and spin classes. With a strong background in education, Sarah has built a career as a virtual educator, known for her creativity, connection, and deep commitment to helping others. She’s excited to bring that same passion and purpose to Presidio.