Financial Planner and Investment Advisor Representative
Prosperity Financial is an independent financial firm opened in 2011. Prior to opening Prosperity Financial, Matthew served as a financial advisor and planner at two local financial firms for over a decade. In 2004 Matt had the opportunity to work as a consultant and advisor with O’Connor Insurance Agency. Their relationship has continued to grow and Matt’s office is now located inside their building. Matt is a Summa Cum Laude graduate of Lindenwood University and has taught several financial classes at area colleges and businesses. He also takes great pride in the sports teams he coaches and the local charities he is able to support.
Prosperity Financial is a member of the Prosperity Network of Advisors. This consortium of roughly 100 advisors offers its members back office support, investment research, industry knowledge and compliance. Advisors keep connected with peers and industry leaders insuring current, comprehensive financial planning and investment advisory strategies. Hence, we are independent to serve our clients first, but certainly not alone.
Prosperity Financial offers services which include: financial planning, risk management, wealth accumulation (primarily retirement planning), and we specialize in distribution strategies for client’s in retirement mode.
Matt believes that his career success can be directly attributed to his ability to assist clients in clarifying and prioritizing their financial goals, implementing a plan of action, and following-up with outstanding, ongoing service.