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Matt Lord

Wealth Manager

Matt serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Matt brings to his clients more than 9 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a national retirement services provider, assisting individuals and families with retirement and financial planning strategies.

Matt earned a Bachelor of Science degree in Education with a minor in business from the University of Kansas. Matt and his wife, Katie, have a daughter, Maddie, and two dogs – Finn and Ruby. In his spare time, he enjoys spending time with friends and family, traveling, watching sporting events and outdoor activities.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021