Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional®.

Experience and Education

Matthew specializes in financial planning for business owners, as well as in investment portfolio construction and management.   

Prior to joining Mariner, Matt worked at UMB Asset Management, where he was a managing director of portfolio management. At UMB, he was responsible for managing the portfolios of high-net-worth clients and select institutional relationships. Prior to joining UMB, Matt worked at State Street Bank in Kansas City. He spent two years as a senior portfolio administrator within State Street’s Insurance Service division, where he was directly responsible for a team of 10 portfolio administrators.  

Matt has a bachelor’s degree in history from Kansas State University. Matt is a member of the Society of Financial Services Professionals in Kansas City (FSP).

Personal Interests

Matt is currently involved with the charities Hope House, Liberty in North Korea and Olathe Medical Center Foundation. He takes an active role in the Society of Mayflower Descendants in the State of Kansas as well as the Delaware Crossing Chapter of The Sons of the American Revolution. In his free time, Matt enjoys hunting, reading, travel, spending time with family and his dogs and attending church.