About
Matt serves as a Private Wealth Advisor for FCS Family Office, managing approximately $2 billion in assets (as of October 1, 2023). Aiming to make his clients' financial lives easier by applying his training from achieving the CERTIFIED FINANCIAL PLANNER™ certification together with the Series 7, 63, and 65 registrations. In addition, Matt holds a license in Life and Health Insurance. At FCS, the team uses an educational foundation provided by our customized investment programs to guide all of our decisions. Matt graduated from MidAmerica Nazarene University with a Bachelor of Science in Accounting. Matt is an avid sports fan and resides in Overland Park with his wife Grace and their dog Champ.
Experience
FCS Private Wealth Management: 2021 - Present
Creative Planning: Investment Manager: 2019 - 2021
Education
Bachelor of Accounting – MidAmerica Nazarene University, 2019
Licenses & Certifications
CERTIFIED FINANCIAL PLANNER™ certification
Series 7, General Securities Representative registration
Series 63, Uniform Securities State Law Examination
Series 65, Uniform Investment Adviser Law Examination
Life & Health Insurance License
Series IndustryEssentials Exam
Accomplishments
Matthew donates his time to the Boys and Girls Club of Greater Kansas City, participating in their events such as Brims & Bowties and Kids Night Out. He also partnered with Project Hope on Mission Trips to Haiti.
