Matt is a wealth manager whose passion is to work with families, executives, professionals and small business owners helping them define, plan, achieve and enjoy their financial goals allowing them to focus on the other aspects of the their life including their family, friends, career, and health. Matt believes that every client is unique and deserves a customized strategy to achieve their financial goals.
Matt’s experience as an attorney and a professional money manager is utilized to help each client from wealth accumulation to retirement planning and income distribution to finally, estate and legacy planning. Matt’s background assists him in developing investment portfolio design, tax planning strategies and multi-generational wealth transfer plans.
Matt attended Kansas State University where he earned a Bachelor of Science in Business Management. Matt then attended the University of Kansas where he earned his Juris Doctorate (JD) and Master of Business Administration (MBA). After law school, Matt practiced law full time, before moving into the wealth management field 15 years ago. Matt continues to attend continuing educational events in both Estate and Financial Planning.