About Matthew
Matt relishes each morning as it sets the tone for what can be a busy day supporting an advisory team in all facets of their client relationships. Matt assembles the necessary information for annual client review meetings. He also participates in these meetings, running the planning software and taking notes to be sure and capture client thoughts and concerns.
Matt finds financial planning fulfilling, as it gives him the opportunity to use his accounting skills to help individuals work toward their financial goals. Matt says being able to sit down with clients and learn about their past and their goals and watching their plan play out over time is one of the most rewarding aspects of his role.
When not in the office, Matt can be found playing hockey and golf. He lives in St. Charles County with his Golden Retriever, Buck, who has more energy than Matt could ever hope to have.
Education and Professional Milestones
- Southeast Missouri State University - bachelor of science in business administration and accounting
- Has held roles as a paraplanner at GreenCourse Financial Advisors and as an accountant at Joe Held & Associates and Cushman & Wakefield
Matt relishes each morning as it sets the tone for what can be a busy day supporting an advisory team in all facets of their client relationships. Matt assembles the necessary information for annual client review meetings. He also participates in these meetings, running the planning software and taking notes to be sure and capture client thoughts and concerns.
Matt finds financial planning fulfilling, as it gives him the opportunity to use his accounting skills to help individuals work toward their financial goals. Matt says being able to sit down with clients and learn about their past and their goals and watching their plan play out over time is one of the most rewarding aspects of his role.
When not in the office, Matt can be found playing hockey and golf. He lives in St. Charles County with his Golden Retriever, Buck, who has more energy than Matt could ever hope to have.
Education and Professional Milestones
- Southeast Missouri State University - bachelor of science in business administration and accounting
- Has held roles as a paraplanner at GreenCourse Financial Advisors and as an accountant at Joe Held & Associates and Cushman & Wakefield