Focus: Insurance Strategies, Business Owners, Business Succession Planning, Group Benefits, Military, Financial Education, Estate Planning, Retirement Strategies, Retirement Income Planning, Charitable Giving, Investment Strategies
Matt joined Synergy Wealth Solutions, a MassMutual firm, in January 2020 after working for TD Ameritrade as a licensed broker and Senior Account Manager in the Private Client Services group. Matt also has professional experience owning and managing a real estate holding business that invests in residential real estate portfolios in Chicago and St. Louis.
Matt received his BA in Political Science with a concentration in International Relations from Kenyon College in Gambier, OH. He holds his insurance producer license and FINRA Licenses 7, and 63.
Matt and his wife Jen live in Chesterfield, MO with their 2 children, James and Claire. In his free time, Matt enjoys hiking, skiing, golf, and travel. His community work includes raising awareness for the Shriners Hospitals in Chicago and St. Louis and serving as a board member of the historic landmark Tuscan Masonic Lodge.
Kenyon College (1994-1998)
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
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16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689