Matthew Wilson is the Chief Investment Officer and Managing Director of Keen Wealth Advisors, one of the firm’s most senior wealth advisors, and a member of the firm’s executive leadership team. Matt joined Keen Wealth in 2002 as an intern, while finishing his BS in Accounting / Finance with a minor in Economics at Rockhurst University. Matt has learned our business literally from the "ground up". After graduating from Rockhurst, Matt was recruited to the firm full-time.
With an emphasis on professional development, Matt went on to earn the CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, which required him to pass rigorous examinations and meet stringent experience requirements. Matt is an Investment Advisor Representative (IAR) and holds insurance licenses in numerous states for life, accident and long-term care. Matt also adheres to a professional code of ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Matt has been instrumental in the strategic direction of Keen Wealth for over 15 years and is dedicated to helping our clients review and manage their investments to achieve their long-term goals. He listens extremely well and is very attentive to the unique needs of each client. Matt has extensive experience with the operational side of the practice, although he currently has a major role in the analysis and allocation of client investment portfolios.
Matt was born in San Antonio, TX and earned the honor of Eagle Scout at the age of 14. He and his wife Amie live in Kansas City with son Tyler and daughter Clara. Matt is focused on making a positive impact in our community and serves on the Emerging Leaders Council for The Boys and Girls' Club of Kansas City. In his spare time, Matt enjoys staying in top shape by running ultra marathons. He has completed several 50k trail runs, the St. Louis Marathon, several 50-mile trail runs and a 100-mile race in the flint hills in Kansas. Matt finished the 100-mile race in Kansas in just over 20 hours, with no more than a 10 minute break to change shoes or grab a bite to eat.