Get to Know Matt

Matthew has been in the insurance and financial industry since 2005. Over the course of his career, Matthew has been an Investment Consultant at American Century Investments, a Regional Vice President-Investments at Ivy Investments, Regional Vice President-Investments with DWS Investments and most recently headed up Sales and Distribution efforts at Commerce Bank for their lineup of mutual funds. He focuses on business retirement plans (401(k), SEP, Simple, 403(b)), group benefits, personal life and investments (IRAs, rollovers, 529s, mutual funds, ETFs, CD's annuities), and is passionate about supporting the financial needs of area law enforcement and first responders.

He has his Master of Business Administration Degree from Baker University and his Bachelor of Science in Marketing from Truman State University. Additionally, he holds his FINRA Series 7, 63 and 66 securities registrations, as well as his Life & Health Insurance licenses. 

Matthew actively supports the following organizations:

  • Financial Planners Association of Kansas City (FPAKC)
  • Teaching Children to Save Program with the Kansas City Federal Reserve Bank
  • Jewish Community Center
  • Saint Thomas Aquinas High School (Alumni Mentor)
  • Truman State Alumni Association
  • Kansas City, Kansas Chamber of Commerce
  • Overland Park, Kansas Chamber of Commerce
  • Bonner Springs/Edwardsville, Kansas Chamber of Commerce

Outside of work, Matthew enjoys spending time with his wife and two boys, exploring new places, trying new local BBQ and spending time on his family's farm. 

 

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