Matthew Schoeder – Financial Advisor, Community Financial Advisors – Stifel Independent Advisors
The ability to impact lives has always been my goal since learning from an early age by seeing how my mother and grandfather helped many families in the community with their legal practice. I focus on helping a select group of families develop and implement comprehensive financial strategies and being able to hold their hand in reaching their financial goals.
I received my undergraduate degrees from the University of Illinois Champaign-Urbana. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving my Chartered Retirement Planning Counselor (CRPC®) designation.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.
Let’s see how I might be able to help your family or business reach their financial goals.
800 S. Lincoln Avenue O’Fallon, Illinois 62269
Phone Number: (618) 607-8066
