As a registered investment professional since 2001, Matt holds the FINRA Series 7 and Series 63 registrations through LPL Financial, and Series 66 registration through both LPL Financial and Cornerstone Wealth Management (CWM). In addition, he holds Life and Health Insurance licensing in multiple states. Matt has a Bachelor of Science in Finance from Missouri State University, and he earned the AAMS designation from the College for Financial Planning in 2005.
Matt began his career with Edward Jones in 2001 as an Investment Representative in the St. Louis area. After nearly 13 years of building a practice, he made the transition to be an independent Financial Advisor by joining Cornerstone Wealth Management, LLC and LPL Financial where he works out of Cornerstone Wealth Management's Des Peres, MO office. His practice is centered on retirement planning and income distribution strategies for families and business owners, including life insurance and long-term care planning.
Matt and his wife, Jessica, have been married since 2001 and have three children. They live in Ballwin, MO and are members of St. Joseph Manchester Catholic Church. Matt enjoys cheering his kids on at their athletic and performing arts events, as well as skiing, playing softball, travel, and Cardinals baseball.