Matt Kasper, CFP®, AIF®

Executive Advisor

Lee’s Summit, MO

Department: Advisors

Experience: Started career in 2005

Education: B.S. Marketing from Missouri State University

Matt helps with designing personalized financial plans that focus on taxation, investments, legacy and estate planning, and risk management. He also serves on the investment committee, content team, and operations trading team.

Working alongside family is one of the biggest perks of Matt’s job. He’s blessed to have followed in the footsteps of his father, Bud Kasper, in the financial services industry. Matt also serves as a partner of LSA Portfolio Analytics with his two older brothers. He finds it very rewarding that Modern Wealth serves its clients with a team of experts. Matt believes that it is necessary to have a financial planning team that can build people a successful retirement.

Matt is married to his wonderful wife, Currie, and has two stepchildren, Rylie and Parker, and three Golden Retrievers, Bennett, Stella, and Cooper. Faith and family are the two most important things in Matt’s life, but he also thoroughly enjoys distance running, hiking, soccer, snowboarding, and traveling with his family and friends.

 

 

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