Matt is the Co-Founder and a Wealth Management Advisor at APEX. His early interest in finance was influenced by his family. Matt greatly admired the resilience and determination of his mother while his father’s success in toy sales provided him with valuable insights and a different perspective, both of whom shaped his journey into the world of finance.
At 15, Matt's interest in finance was piqued when a high school friend started having success with investing. This curiosity grew during his deployments as a Sergeant in the U.S. Army, where his mother sent him books on stocks and investments. Eager to learn as much as he could, Matt's passion for finance continued to develop.
Early in his career, Matt assisted in successfully establishing multiple businesses in the St. Louis area. In 2007, he was introduced to Northwestern Mutual as a client and in 2012 became an Advisor and established his own practice and team. Matt admired the time, research, and effort that Brian LaValle's team invested in growing their firm and in 2023, Matt and Brian joined forces as partners in APEX Wealth Advisors.
Matt takes great pleasure in connecting with clients and helping them with investment and planning strategies tailored to their needs. He often finds opportunities to do more for his clients without taking on additional risk. His unwavering desire to help clients pursue their financial goals led to the co-founding of APEX and growing it into the comprehensive firm it is today. Matt primarily works with high-net-worth individuals aged 45-65 who need guidance on their personal planning.
Matt's favorite quote is from Ben Franklin: “Doing well by doing good.” He actively listens to his clients' goals and approaches each strategy as if it were his own. Driven and determined, Matt is excited about the potential to help clients achieve their financial aspirations. His personal mission statement is to motivate and assist his clients toward financial security through an engaged and caring relationship.
Matt and his wife, Lorrie, live in Webster Groves with their two sons, Miles and Liam. Miles enjoys snowboarding and Liam is a skier. Matt and Lorrie recently celebrated their 20th anniversary and enjoy traveling throughout the U.S. to hear their favorite bands. Matt is an adventurer – he grew up skateboarding, snowboarding, and loving music. He enjoys barbecuing and considers himself a plant enthusiast, with a keen interest in succulents and cacti.