Matthew Wegehaupt has worked with Curnes Financial Group since 2006. As an Investment Advisor Representative, Matthew is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting the best investments for each client, and reviewing portfolio results. Matthew is not only an Investment Adviser Representative, but has also been a Registered Principal for the broker/dealer since 2013. He is excited about his new career path and believes his strong interpersonal and listening skills paired with his analytical thinking sets the foundation to serve his clients for their financial management needs. Effectively supported by a strong team of analysts and administrators, he strives to provide the greatest client satisfaction level by taking note of all financial needs and goals to determine the best way to navigate the current environment.
Matthew is a proud graduate of Creighton Preparatory High School and continued his Jesuit education experience to Rockhurst University in Kansas City, MO, obtaining a Bachelor of Science and Business Administration degree in Finance and Accounting. During his time in Kansas City, Matthew worked as an Analyst for a medical information technology company for four years, leaving as a Senior Analyst to take on this new career. Matthew is motivated to help individuals, couples, and families alike reach their goals, and believes cooperative development of goals form the foundation of any strong financial plan.
To have the best financial plan for yourself and family, there are many pieces to fit together including insurance needs, investment decisions, and being prepared for difficult times. If you ever have questions about your plan or regarding specific financial products, please do not hesitate to contact Matthew. We would love to set up a time to review your goals and address any questions you may have.