Matthew Ott​

AIF®
(K)Plans President

Matthew Ott serves as the President of (K)Plans, helping companies with their company-sponsored retirement plans. Prior to joining (K)Plans, Matt spent the previous 20 years of his career in the securities industry consulting with companies in the Midwest around how to best design and implement their company-sponsored retirement plan. He also has experience in personal financial planning and helping families realize the goal of retiring on their own terms.

Matt obtained his bachelor’s degree from the University of Missouri-Columbia in Personal Finance and his master’s in Business Administration from the University of Phoenix. He holds his Series 7 securities license, his Series 66 securities license, and the Accredited Investment Fiduciary designation (AIF®).

In his free time, Matt enjoys spending time with his wife and two girls. He also enjoys playing golf, waterfowl hunting, and traveling with his family and friends. He is also a big Kansas City sports fan and still follows the Royals and Chiefs.

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