Matthew Charles, CFP®

Senior Wealth Advisor

Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional.  

Experience and Education

Matthew supports an advisory team in providing personalized financial solutions for clients based on their specific needs and objectives. He works with clients to develop and implement financial plans, asset allocations, estate planning reviews and tax strategies. He also serves as a daily contact for clients. Matthew joined Mariner in 2016 and had previously served as an intern, client service associate and associate wealth advisor with the firm. 

Matthew has a bachelor’s degree in business administration with double majors in financial planning and economics from Creighton University. Matthew is a member of Financial Planning Association of Greater Kansas City. 

Personal Interests

Matthew is a Creighton Blue Jays basketball and Denver Broncos fan. 

Matthew’s Office

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