Meet Matt
Matt is a Sr. Wealth Advisor based in West Des Moines, Iowa. He joined Mercer Advisors in 2024 through the acquisition of River Glen Wealth Counselors (RGWC). Matt founded and managed RGWC in 2008, offering comprehensive financial planning services nationwide. The firm specialized in serving corporate executives, helping with compensation plans, and managing concentrated stock positions. Before RGWC, Matt was a registered representative with American Express Financial Advisors, Inc., where he earned the President’s Recognition for Quality Advice for 10 consecutive years. Matt earned a B.S. degree in human development and social policy from Northwestern University and a MBA from the University of Iowa. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor®. Matt also values the lessons learned in discipline from his time in the U.S. Marine Corps.
Matt’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matt has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
As a Sr. Wealth Advisor, Matt is deeply committed to fiduciary responsibility and long‑term client partnership. He builds trusted, personal relationships by taking the time to understand what matters most to each client and staying closely engaged over time. Known for his diligence, discipline, and dependability, Matt combines careful analysis with thoughtful guidance to bring clarity, stability, and confidence to every decision — so clients always feel supported by an advisor who knows them and has their best interests at heart.
Matt in real life
What makes you tick?
Education. I’m curious about everything and deeply enjoy learning. I also greatly appreciate how my career affords me the opportunity to teach.
How do you give back?
By helping Northwestern University’s School of Education and Social Policy build and implement a three-course curriculum on personal financial literacy and planning.
Why do you like working at Mercer Advisors?
The most effective wealth advisory work happens when expertise is shared and decisions are shaped collaboratively. Mercer Advisors sets the standard in the industry on this front, bringing together deep, coordinated teams that deliver a level of insight and execution few firms can match.
Matt’s snapshots
Meet Matt’s Teammates
Lindsey Starostka
Client Service Specialist
What Matt Says
We work as a partnership, combining our strengths to anticipate needs, solve problems proactively, and create an experience where clients can feel supported at every turn. Our collaboration isn’t about roles; it’s about delivering outcomes so consistent and thoughtful that clients can feel the difference in every interaction.
Kara Dorothy
Sr. Financial Planner
What Matt Says
We approach every plan as a shared craft, combining deep research, rigorous analysis, and complementary expertise to solve complex financial challenges with clarity and confidence. By working in lockstep, we build strategies that are not only technically sound but can be genuinely transformative for our clients’ long‑term goals.
Lauren Kaniuk
Wealth Advisor
What Matt Says
We work side‑by‑side to strengthen every client relationship — combining her innovative thinking with my advisory experience to uncover new possibilities and build smarter, more resilient outcomes. Her curiosity and fresh perspective push our strategies forward, helping ensure clients benefit from ideas that are both thoughtful and forward‑looking.
Ready to learn more?
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