275 N. Lindbergh Blvd.
St. Louis, MO 63141
As a CERTIFIED FINANCIAL PLANNER TM (CFP®) practitioner, Matt specializes in comprehensive financial planning and wealth management for physicians. He has built his business using a client service philosophy that focuses on highly personal relationships and customized, objective advice.
Matt’s approach is focused on providing clients the education needed to make better financial decisions, and put themselves in the best position possible to reach their goals. He offers expertise in portfolio management, asset allocation and diversification, tax efficient wealth accumulation, asset protection and insurance planning.
Matt earned his Bachelor’s degree in Business Administration from Truman State University in 2005. He has met the rigorous education, examination, experience and ethics requirements necessary to earn the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, and holds his FINRA Series 7 and Series 66 securities licenses, as well as his Missouri Life and Health Insurance licenses.
Matt joined Larson Financial Group in 2011, and has clients located across the country. He lives in Spokane, WA with his wife Katie, a practicing obstetrician in Spokane, and two kids, Aurora and Micah. He enjoys outdoor activities with family and friends, reading, and watching/playing sports.
Check the background of this investment professional on FINRA’s BrokerCheck