CFA, QKA, AIF®
Retirement Plan Advisor
Email: matt@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Matt Take Financial AssessmentCFA, QKA, AIF®
Retirement Plan Advisor
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.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Jose, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163
info@plancorp.com