My position as a financial advisor gives me the privilege of witnessing generations of my clients and their families go to college, save for travel, enjoy their hobbies, protect and transfer their wealth, or retire with dignity. Experiencing those successes inspires me to serve my clients every day.
I wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. I partner with clients during important financial milestones and times of transition. Many of my clients are multigenerational families faced with a need for wealth transfer considerations. I enjoy the challenge of developing customized and advanced planning strategies which often involve organized collaboration with CPAs and attorneys. Registered in a variety of states, I am able to serve clients nationwide.
I attended Wayne State College earning a bachelor's degree in finance in 2002. I earned Academic All-American honors and became an All-American in the 55m hurdles in 2001 running for the WSC Men's Track and Field Team. I began my career with Edward Jones in 2002 at the home office in St. Louis before assuming the Des Moines Metro financial advising position in 2004.
Early in my career, I earned the professional certifications of CFP® and AAMS™ in order to best serve my clients. I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking #11 among Wealth Advisors in Iowa. [Source: Forbes.com – April 2022; data as of 6/30/21]" Since 2014, I have attended the Edward Jones Managing Partner's Conference, reserved for the top 400 financial advisors. It has been an honor to be recognized for my dedication to serving both my clients and family.
In addition to serving my clients and family, I have deep passion for serving my firm and community. I have served in numerous leadership positions at Edward Jones and I love serving the Des Moines Metro community, including head track coach of our boys middle school.
My wife, Sabina, and I have a son, Miles. I enjoy reading, fitness, travel, the outdoors and most importantly, spending time with my family, my greatest blessing.
Please reach out to me if you would like to partner together. My team and I would be honored to serve you.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Phone NumberMatt Kneifl at (515) 279-2219
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