Matt became a member of Karen’s team in October of 2017.  He joined the financial industry in 2011 as a Registered Investment Advisor and holds a Series 7 and Series 66 license as well as life, health, and disability licenses.  Matt is responsible for assisting in portfolio rebalancing, securities research, and data analysis.  He also serves as a backup to the Client Service Manager.

Matt enjoys cooking outdoors, the Cardinals, and spending time with his wife and three children.

Contact information:  This email address is being protected from spambots. You need JavaScript enabled to view it. or 636-519-0049, extension 1050

External Custodial

© 2019 Six Point Financial Group   |  Joomla Templates by