Matt joined WMA in 2007 after ten years with American Century Investments where he served as a Senior Analyst in the firm’s Portfolio Advisory Group. Matt holds a BS from The University of Iowa and a MBA from Rockhurst University. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute. Matt resides in Overland Park, Kansas with his wife and two children.
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.