Broker Check
Matt Black, CFP®, AAMS®

Matt Black, CFP®, AAMS®

Investment Advisor Representative

Matt is a Registered Representative, licensed in both securities and insurance. Additionally, Matt also holds both the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management SpecialistSM designations.

An Overland Park native, Matthew attended Rockhurst High School before earning his Business degree at Saint Louis University. Following graduation, he began his career as a Mutual Fund Accountant at State Street Corporation. He then moved to Charles Schwab, where he spent time as a Client Relationship Specialist while obtaining his securities and insurance licenses. He then became an Associate Financial Consultant, and while doing so, obtained the CFP® AAMS® designations. His most recent Schwab role was as a Vice President – Financial Consultant, where he served over 250 high net worth households.

Following his Schwab career, Matthew spent nearly two years helping an advisory firm from Lawrence, Kansas expand to the Overland Park market as their Lead Advisor. During this time, he hosted financial education workshops all across the city.

Matthew and his wife Diana reside in south Overland Park with their German Shepherd, Lenny. In their free time, they enjoy trying new foods and restaurants all over Kansas City, along with cheering on their Kansas Jayhawks and Kansas City Chiefs.