Designations and Licenses

Matt is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary^® and Accredited Wealth Management Advisor^SM.

Experience and Education

As a senior wealth advisor, Matt works with high-net-worth families, executives and business owners, creating comprehensive wealth plans customized to help meet clients’ financial goals. He has more than 20 years of experience in the financial services and investment management industry.

Prior to joining Mariner, Matt worked at Moneta Group where he focused on holistic financial planning. He also served as a financial consultant at Charles Schwab for the first 10 years of his career, helping clients navigate various investment strategies.

Matt began his finance-focused education at the Kelly School of Business at Indiana University/Purdue University – Indianapolis (IUPUI). After relocating to St. Louis, he earned his bachelor’s degree in finance from the University of Missouri – St. Louis.

Personal Interests

Matt enjoys giving back to the community and serves as vice president and board member for Dignity Period. He has also served on the executive committee and as a board member for Miriam School from 2012 to 2019.