About Us
Who We ServeHelping You Build A Secure Future
Our approach is guided by long-standing principles rooted in integrity and wisdom, strengthened by over 90 years of combined experience, and anchored in a steadfast dedication to serving our clients' best interests.
90+ Years Of Combined Financial Experience
Fiduciary Advice
committed to acting in our clients' best interest
14
Industry Designations
"Let every man abide in the calling wherein he is called and his work will be as sacred as the work of the ministry. It is not what a man does that determines whether his work is sacred or secular, it is why he does it.”
- A.W. Tozer
Meet Your Team
Our Team
Matt Swarbrick, CFP®, MSFS, CKA®, CAP®, CASL®, ChFC®, CLU®, RICP®, WMCP®
Owner & Senior Wealth Advisor
Matt is a founding partner of Abiding Wealth and began his career in financial services in 2010. He enjoys working with clients to help them maximize their resources for both today and for future generations.
Matt graduated from the Business School at Baylor University (Sic ‘em!) in 2010 where he majored in finance and economics. Upon joining Thrivent, he continued to pursue higher education in his field. In 2013 he completed his Masters of Science in Financial Services from the American College and was recognized as the American College Alumnus of the Month in August 2013. He is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor in Philanthropy, Chartered Advisor for Senior Living and a Retirement Income Certified Professional. Matt also is a Certified Kingdom Advisor and enjoys attending monthly meetings where he continues to gain a more biblical world view of finances.
Matt has 3 children, Caroline, Annabeth and Emma Claire. They are members of Rock Creek Church in Prosper. Matt enjoys spending time with his family and friends along with barbecuing, golfing, cycling and watching sports. He has served on the Advisory Board of One Day Academy, a non-profit that supports childhood education, since 2015 where he helps oversee the financial operations of the organization.
Sean Scruggs, CFP®, RICP®, CKA®
Owner & Senior Wealth Advisor
Sean is a founding partner of Abiding Wealth Partners. Sean joined Thrivent in 2010 after an 11-year career at Merrill Lynch, where he served in various leadership roles, including the Retirement Planning and Alternative Investments divisions. He is now with an RIA. Sean's over 20 years of experience guiding the financial planning and investment management process has helped his clients grow, protect, and distribute their wealth in a tax-efficient and risk-managed manner. In addition, by helping his clients make wise financial decisions based on biblical principles, he has provided the foundational knowledge to fulfill a life of generosity and purpose.
Before joining Merrill Lynch and Thrivent Financial in 1999, Sean earned his degree from Texas Tech University with a Bachelor of Business Administration in Finance. He is a Certified Financial Planner ™ and Retirement Income Certified Professional (RICP®) and holds the FINRA Series 7 and 66 securities licenses.
Sean dedicates his time to his local churches and serves on the Men's Leadership Community board.
Sean and his wife Michelle reside in Celina, TX, with their three children.
Jason Jupiterwala, RICP®
Owner & Senior Wealth Advisor
Jason is a founding partner of Abiding Wealth and began his career in financial services in 2011. He is on a mission to improve families’ relationships with money by imparting biblical financial principles and providing his clients with exceptional service.
Jason graduated from Oklahoma City University in 2010 with a bachelor’s degree in Cello Performance and minor in Music Business. He holds the Retirement Income Certified Professional designation.
Jason and his wife, Courtney, reside in Gunter with their sons – Landon, Josiah, and Kaiden. They attend Oaks Church in McKinney where they serve as leaders in the marriage ministry and are active volunteers. Jason has a passion for serving in his community and has held the role of Chairman of the Board for the Melissa Area Chamber of Commerce and Vice Chair with Habitat for Humanity of Collin County.
In his spare time, Jason takes on the occasional cello "gig" and enjoys working with his hands in anything from woodworking and building homes with Habitat for Humanity to barbecuing and cheering on his favorite sports teams. He strives each and every day to live with a servant’s heart and enjoys making a positive impact in the families’ lives that he serves.
Jason is licensed to do business in CA Insurance ID 0J12861, CT, FL, NE, OK, and TX.
Holly Shelton
Lead Client Service Associate
Holly joined our team as a client associate in March of 2019. She brings 20+ years of combined experience in the financial and insurance industries. Holly has held her Texas Insurance License since 2008. Holly values our mission to build trust and financial confidence with our clients and to always do what is in their best interest. Our team loves how she leads with her heart, that she is always available to lend an empathetic ear, and we also enjoy seeing the pride she takes in providing exceptional service.
Holly resides in Allen with her son, Samuel, where they enjoy participating in many outdoor activities. She is an active member at Grace Church in Plano and serves in the kid's ministry. Holly volunteers with CASA of Collin County, advocating for abused and neglected children. For her, being an advocate is more than just a volunteer position, it is a calling and a passion.
Brian Elliot
Client Service Associate
Brian was drawn to the financial industry by his passion for helping others and his desire to make a meaningful impact on people's lives. With a compassionate, service-oriented approach, Brian values the relationships he builds and is dedicated to nurturing them over time.
His mission is to guide individuals toward achieving their financial goals through personalized
coaching and support. Seeing those in his network succeed is a true source of fulfillment for him.
With over ten years of experience in banking and the financial industry, Brian has honed his
expertise in relationship-building and empowering clients to secure better financial outcomes.
In addition to his professional work, Brian has served as a board member of the Kaufman County
Chamber of Commerce and is an active member of the Minuteman Disaster Response Team in
McKinney, Texas.
When he’s not helping clients or serving his community, Brian enjoys spending time with his
wife, Courtney, and their two children, Kyler and Jensen.
Kelly McJunkin
Client Service Associate
As a seasoned professional with a unique blend of ministry, executive support, and technical expertise, Kelly excels in driving efficiency and optimizing processes. She has experience spanning IT, finance, and reporting, and is a versatile problem-solver who thrives in dynamic environments. A native Texan from Plano, she now calls Frisco home, where she enjoys spending time with her three young children and pursuing outdoor passions like hunting, fishing, and yoga.
Lori Webb
Investment Operations Specialist
Lori joined our team as a registered client associate in April of 2021. She began her career in the financial services industry in 1997 on the trading desk with a regional investment firm and has continued to grow her experience through various other roles, as well as, obtaining her Series 7, 52, and 63 licenses. Lori holds a B.A. in Business Management from Henderson State University.
Lori was born in Jackson, Mississippi and was raised in Little Rock, Arkansas. She and her husband, Joe, reside in Prosper and have three children – London, Eden, and Nixon. When not attending soccer, volleyball, or flag football games, Lori enjoys traveling, reading, and spending time with family and friends.
Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Abiding Wealth Partners are not affiliated companies.
Susie Heggie
Client Relationship Specialist
Susie joined our team as a client relationship specialist in June of 2018. We are blessed by her strong work ethic and her desire to go above and beyond with any issue our clients are facing. She serves as our resident barista and always has a remarkable story to share.
Prior to joining our team, she was in real estate sales and accounting, and she still holds her Texas Real Estate License, obtained in 1987.
The Heggie’s have been active members of Heights Baptist Church since 1995. They reside in Richardson. Susie’s husband, Larry, is also a Financial Professional with Thrivent and they have two children – Brittney and Travis.
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