Matt is energized by the educational aspect of his work. It is his passion to teach, coach, and encourage others along their financial journey. He loves bringing the daunting or intimidating aspects of financial planning down to a “kitchen table” level when working with individuals, families, and small business owners. He is also passionate about expanding financial knowledge in the community and hosts various public speaking events at schools and universities where he coaches financial planning and personal financial health throughout the year.

With over three decades of financial services experience, Matt focuses on helping his clients develop easy-to-understand financial plans that help them attain their life goals with confidence. He does so through guidance, asset and investment management, estate planning strategies, and retirement planning. As a SmartVestor Pro with Ramsey Solutions, Matt often refers to Dave Ramsey’s “7 Baby Steps” to walk his clients through reasonable and attainable investing goals.

Matt earned his bachelor’s degree in Consumer and Family Economics from the University of Missouri – Columbia. Matt proudly holds two designations, CERTIFIED FINANCIAL PLANNER™ professional and a Registered Financial Consultant®, that enable him to create and implement cohesive plans that recognize a client’s full financial picture.

Matt remains active in the community by serving as a member of the advisory board for the Personal Financial Planning Department at the University of Missouri – Columbia and his association with the Jacksonville Cairo Unity Christian Church. Matt is also a former board member of the Randolph County United Way and served on the Northeast R-IV School District board for 15 years as a member and former president in Jacksonville/Cairo.

Matt was born and raised in Randolph County, Missouri, and now lives in Cairo with his wife, Deidre. They have three children, Bethany (Coty), Jacob, and Paten, and two granddaughters, Adelyn and Emily. Matt spends his free time with his family, exercising, hiking, and enjoying the outdoors with his Labrador retriever, Motley. He is also a die-hard fan of the Kansas City Chiefs, St. Louis Cardinals, and Mizzou Tigers.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Smith Moore and this advisor, the advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in this advisor Pro’s geographic region.  Smith Moore does not endorse and is not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Smith Moore. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Smith Moore, except in connections with providing your contact information to this advisor.  Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with this program.

Kellie has always had a passion for counseling and numbers. She finds it fulfilling to help clients maintain financial peace of mind while counseling through the good and bad. Kellie believes that finances do not have to be scary and is glad that she can unite her passion for counseling and numbers every day.

Kellie has over a decade of experience in the financial services industry. She attended Columbia College and obtained her bachelor’s degree in Business Administration with an emphasis in Finance. She lives in Madison, Missouri on her family farm with her husband, Jeff, and their two children, Chloe and Brett. She is a member of Timber Lake Christian Church and volunteers in childcare and food pantry activities. She can be found outside the office traveling with her family and visiting as many baseball parks as possible, while ideally rooting for the Cardinals.