Matt Witte, CPA/PFS, CASL®
Matt is a seasoned financial professional with 25 years of experience in serving the needs of clients. He is an accredited Certified Public Accountant, Personal Financial Specialist, and has earned the designation of Certified Advisor for Senior Living. He is a member of the American Institute of CPAs Personal Financial Planning Section and the American Association for Long-Term Care Insurance.
Matt's areas of special interest are portfolio management, preparing families for retirement, non-qualified compensation strategies, and assisting those going through the unfamiliar situation of widowhood. Matt also has, and always will have, a special place in his heart for taxation issues.
At Renaissance, Matt is honored with some of the highest honors at the firm. Since 2015, Matt received the status of Platinum Advisor* and in 2016, Matt was presented the Tom Hercules Award* for displaying qualities including integrity, generosity, leadership, and commitment both personally and professionally. He has also been qualified in 2015 and 2016 for Securian Financial Services’ Senate Club* for his commitment to excellence in the industry. Matt received a Master of Science in taxation from Fontbonne University, a Master of Business Administration from Webster University, and Bachelor of Science in accounting from Butler University in Indianapolis, Indiana.
Matt enjoys being a Permanent Deacon in the Archdiocese of St. Louis. He is married to his best friend, Gina and they have four children, Sarah, Kaitie, Claire and Nicholas.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. Financial Advisors do not provide specific tax/legal advice. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation. CASL designation is provided by The American College.
* Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.