Matthew Tomlin, CFP®, RMA®, EA

Matthew 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.

Having spent his entire career in the financial services industry, Matthew offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as an associate director of financial planning at a local independent investment advisory firm, where he worked with high-net-worth families and individuals to help them achieve their financial goals.

Matthew earned a Bachelor of Science degree in personal financial planning from the University of Missouri-Columbia. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards; a Retirement Management Advisor® professional, as designated by the Investments & Wealth Institute; and an Enrolled Agent, which is the highest credential the IRS awards.

Matthew and his wife, Jordan, are lifelong residents of Independence, Missouri, and have a Labrador mix named Sylvie. In his free time, Matthew enjoys traveling, spending time with family and friends at the lake, and watching his favorite sports teams.