About
Matt has a passion for the planning profession and considers the opportunity to serve his clients one of the greatest privileges in his life. His focus on communication helps Matt not only effectively plan for his clients, but it also yields long-lasting friendships. He holds the CERTIFIED FINANCIAL PLANNER™ certification and utilizes that education to help simplify client’s financial lives. Personalized investment plans provide an educational backdrop from which all decisions are made. In addition to holding the CFP® certification, Matt is a Chartered Retirement Planning Counselor through the College for Financial Planning. He received his Bachelor of Science from the University of Kansas and went on to receive his Graduate Certificate in Personal Financial Planning from the University of Missouri. Matt lives in Prairie Village with his wife Kristen and three children:
Grant, Cole and Mia.
Experience
FCS Private Wealth Management: Partner — 2020 - Present
UBS Financial Services: Vice President-Wealth Management — 2006-2020
Education
Bachelor of Science, University of Kansas, 2001
Chartered Retirement Planning Counselor (CRPC®), College for Financial Planning, 2008
Graduate Certificate in Personal Financial Planning, University of Missouri, 2011
CERTIFIED FINANCIAL PLANNERTM Professional, Certified Financial Planner Board of Standards, 2011
Investment Strategies and Portfolio Management, The Wharton School of the University of Pennsylvania, 2020
Certified Exit Planning Advisor (CEPA®), Exit Planning Institute, 2024
