Matt Schmitz

Adjunct Lecturer at Kelley School of Business

Schools

  • Kelley School of Business

Links

Biography

Kelley School of Business

I am a Financial Advisor and CFP® certificant with Edward Jones based in Kirkwood, MO. My team and I enjoy partnering with a select group of individuals, families, and business owners throughout the country to develop and implement comprehensive solutions to their financial needs.

We help clients organize and simplify their financial life. We believe this is best accomplished by first gaining a thorough understanding of their personal goals, and then delivering highly personalized service and solutions to accomplish them. This includes collaboration with other trusted advisors, such as CPA's and estate planning attorneys, to help ensure each client's comprehensive plan is seamlessly implemented.

Our team's dedication is supported by the resources of a firm with thousands of people and advanced technology so that we can help you reach your long-term financial goals.

Read about executive education

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