Matt is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Miller Retirement Group, he was one of Charles Schwab’s top Kansas City area Vice President – Financial Consultants, managing a book of 250 wealthy clients. He has spent a majority of his life in Overland Park, and is passionate about serving the community that he has been a part of for so many years. Matt’s primary goal is to create personalized and transparent plans for his clients, which allows for each one to gain more confidence in their Retirement strategies.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, and CERTIFIED FINANCIAL PLANNER in the U.S., which it authorizes use of by individuals who successfully complete CFP Board initial and ongoing certification requirements.