CFA, QKA, AIF®
Director of Retirement Plan Advising
Email: matt@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Matt Take Financial AssessmentCFA, QKA, AIF®
Director of Retirement Plan Advising
Email: matt@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
With four years’ of portfolio management experience under his belt, Matt came to Plancorp in 2016 to join our Retirement Plan Advisors practice. He loves helping business owners build retirement plans that make their companies stronger and give owners the ability to retire when they want. Matt’s also excited to bring the independent financial planning Plancorp is known for to retirement plan participants.
Originally from Milwaukee, Matt graduated from St. Louis University with a degree in Finance. In college, he was president of the school’s club lacrosse team, and he still plays and coaches in his free time. If he’s not playing lacrosse you can probably find him at his alma mater’s basketball games or biking around all the great trails St. Louis has to offer.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163