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Matthew Ott

AIF® (K)Plans President

(314) 480-3861

(314) 889-2819 fax

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 Ask Matthew Ott a Question

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.

Recent Krilogy News

Year-End Tax Planning Tips for 2024: What to Consider Before December 31st
Krilogy® Names Kyle Goepel and DeAnna Kaber as the Firm’s Newest Partners
Exploring 529 to Roth IRA Rollovers Key Considerations and Benefits
Quarterly Market Newsletter | October 2024
Weekly Market Recap | September 23, 2024

Team

Michael Barbercheck
Michael S. Barbercheck
Wealth Advisor
  • fastest-grosing-logo.png“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.” St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018. Read MoreAward Disclosure
  • inc-5000-logo.png"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
    Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth. Read MoreAward Disclosure
  • TWP_St_Louis_Portrait_2021_AW_web.pngThe St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure
  • bptw-logo.png“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
  • ACBJ-2440072_LOGO_FINAL.pngThe annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.” Read MoreAward Disclosure
  • entrepenuer-culture-logo.png“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
  • 2021_BPtW-logo.jpgEach year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
  • FT-300-Ranking-Advisers_Logo_2020_sq.png“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.” The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020. Read MoreAward Disclosure