About Matt
Matt has worked in the retirement plan industry for over thirteen years. He has experience in third-party administration and recordkeeping, acting as a relationship manager and consultant. He brings extensive experience in consulting, retirement plan design, and compliance to the Retirement Solutions team.
As a Retirement Solutions Advisor, he provides advisors with the support, guidance and expertise necessary to allow them to better serve their existing clients and develop new business.
Matt earned his bachelor’s of science in finance and banking from the University of Missouri-Columbia and an MBA from Maryville University. He has also earned several industry designations, including the CERTIFIED FINANCIAL PLANNER professional™, Qualified Pension Administrator (QPA), Certified Pension Consultant, Certified Plan Financial Advisor, and Enrolled Retirement Plan Agent (ERPA) credentials.
Outside of work, he is an ardent outdoorsman and history enthusiast. He is a native and lifelong resident of St. Louis.
Matt has worked in the retirement plan industry for over thirteen years. He has experience in third-party administration and recordkeeping, acting as a relationship manager and consultant. He brings extensive experience in consulting, retirement plan design, and compliance to the Retirement Solutions team.
As a Retirement Solutions Advisor, he provides advisors with the support, guidance and expertise necessary to allow them to better serve their existing clients and develop new business.
Matt earned his bachelor’s of science in finance and banking from the University of Missouri-Columbia and an MBA from Maryville University. He has also earned several industry designations, including the CERTIFIED FINANCIAL PLANNER professional™, Qualified Pension Administrator (QPA), Certified Pension Consultant, Certified Plan Financial Advisor, and Enrolled Retirement Plan Agent (ERPA) credentials.
Outside of work, he is an ardent outdoorsman and history enthusiast. He is a native and lifelong resident of St. Louis.