Professional
Matt Stagner is a Lead Advisor at Foster Group. He has over two decades of experience in financial planning and wealth management. Matt is passionate about working with underserved populations and helping clients and their loved ones achieve financial independence.
Matt’s broad expertise and experience include:
- Special needs planning and unique solutions, including special needs trusts and ABLE accounts
- Navigating Social Security, Medicare, Medicaid, Supplemental Security Income and other Government benefits
- Caring for aging loved ones and veterans with disabilities
- Trust and estate planning
- Investments
- Advanced retirement concepts and planning strategies
- Employee benefits and retirement plans
Matt has become a nationally recognized subject matter expert, speaker, and advocate for the disability community. His work has been featured in Investment & Wealth Monitor Magazine, Financial Advisor Magazine, MarketWatch, and other leading publications. He holds a number of industry designations, including the CFP®, ChFC®, AIF®, CPFA®, ChSNC®. Matt graduated with a degree in Personal Financial Planning from the University of Missouri and an MBA from Webster University.
Personal
I was born in the smallest of small towns in Missouri and dreamed of working for NASA as an Astrophysicist. It only took one year of college to realize that it wasn’t for me, but I was fortunate to find my true professional passion in financial planning. Ever since, I’ve tried to never stop learning and helping people.
I moved to Des Moines back in 2005 where I met my incredible wife. We now have three smart, funny, unique kids, who are our whole world. In my spare time, I can usually be found working on projects around our 1941 home. There’s always something to fix or improve! I also love going to concerts, hiking, playing golf, and exploring the world with my family and friends. I’m a huge fan of the Kansas City Chiefs football team. I even write and host a podcast every week for a popular Chiefs website. Also ask me for restaurant recommendations, as I love to eat local everywhere I go.
“On matters of principle, stand like a rock; in matters of style, swim with the current.” Thomas Jefferson
“Though we cannot control the wind, we can adjust our sails so as to profit by it,” as Cited in Philadelphia News 1882.
Education
B.S. Personal Financial Planning, University of Missouri-Columbia
Masters of Business Administration, Webster University (St. Louis, MO)
Community Involvement
Waterbury Neighborhood Association, Treasurer