About XPO Capital
XPO Capital is a fee‑based advisory firm serving pre‑retirees, business owners, and executives. With over 40 years of combined experience and advanced credentials (MBA, CFA, CFP, MJUR, EA), our team delivers integrated, tax‑aware financial planning and investment management through in‑house capabilities. We begin every engagement with the XPO Investment & Tax Analysis (ITA) Report—an in‑depth review of investments, retirement cash flow, and tax opportunities—and use those findings to build clear, actionable plans that give clients greater clarity, control, and confidence in their financial future.
Meet the Leadership Team
Matthew C. Nerz, CFA®
Managing Partner / Portfolio Manager
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Matthew Nerz is the Co-Founder and Managing Partner of XPO Capital, where he oversees the firm’s investment strategy, portfolio construction, and research efforts. With experience spanning wealth management, tax planning, and business advisory, Matthew specializes in creating sophisticated, tax-efficient solutions for high-net-worth families and business owners.
Before launching XPO Capital, Matthew helped build a growing wealth management group within a national broker-dealer and co-founded a successful tax and accounting firm. This background gives him a unique ability to advise clients whose financial lives involve complex business structures, multi-entity planning, and long-term investment needs.
Matthew holds a BS in Economics from Kansas State University and an MBA in Finance and Data Analytics from Abilene Christian University. He also holds the CFA Charter, distinguishing him among the industry’s most rigorously trained investment professionals and supporting XPO Capital’s high-standard, client-focused investment philosophy.
A native Texan, Matthew resides in Houston with his wife, Claire. Outside the office, he enjoys golf, woodworking, volunteering with local animal shelters, and reading American history and biographies. A lifelong student of the Founding Era, he proudly counts Alexander Hamilton as his favorite founding father.
Lee M. Daniels, MBA, CFP®,CExP, EA
Chief Financial Officer
Lee Daniels brings more than 31 years of experience in the financial services industry to his role as Managing Partner at XPO Capital. Known for his strategic acumen and steady leadership, Lee specializes in guiding high-net-worth families, business owners, and multi-generational households through the complexities of modern wealth management. He is recognized for designing thoughtful investment strategies, strengthening client decision-making, and helping families achieve clarity and confidence in their long-term financial objectives.
Before co-founding XPO Capital, Lee held senior leadership roles at several Fortune 500 financial institutions, including Managing Principal at Waddell & Reed, Managing Partner at Thrivent Financial, and Assistant Vice President at U.S. Bank. His broad industry background—spanning portfolio oversight, advisory leadership, and client relationship management—equips him to deliver disciplined, outcomes-oriented guidance across market cycles.
Lee holds an MBA in Finance from the University of St. Thomas in Saint Paul, Minnesota, and a Master of Jurisprudence from the Texas A&M School of Law. He is also a Certified Financial Planner™ professional, Certified Exit Planning Advisor (CeXP), and Enrolled Agent with the Internal Revenue Service. His advanced education and credentials underscore his dedication to high standards of fiduciary care, ethical practice, and comprehensive planning for high-net-worth families.
A resident of Cypress, Texas, Lee enjoys spending time with his wife and daughter. Outside the office, he can often be found on the golf course, reading historical and legal classics, or exploring new travel destinations.
Take control of your financial future with XPO Capital
Schedule your introductory call today to discuss your goals and discover how our XPO Investment & Tax Analysis (ITA) can provide the clarity and confidence you need. Don’t leave money on the table—contact us now to start your journey toward a more secure financial future.