Solving wealth management issues for retirees and business owners is Matt’s passion. He got his start with mutual fund company, American Century Investments in Kansas City, MO where he learned the intricacies of small business retirement plans. Most recently Matt was responsible for managing over 40 million in investment assets for members of the Wings Financial Federal Credit Union while solving financial planning issues for his over 500 clients. Matt is a member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™ since 2002. He graduated from Pillsbury College in 1997 with a B.S. degree in Business Administration and minor in Information Technology. In his spare time Matt enjoys competitive mountain bike racing, snowboarding, and traveling with his wife Taunya and dog Moby.
Services & Client Experience:
My team’s goal is to simplify your life and give you more confidence about your financial future. In the complex world of finance and retirement planning I can alleviate the confusion and help you realize your goals. During our process we…
Educate: I strive to educate my clients before we begin our work together. The more you understand, the easier it will be to make decisions.
Establish Goals and Gather Data: We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.
Analyze: Using multiple tools I will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.
Recommend & Implement: Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.
Review and Adjust: The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.