Matthew Tomlin

Matthew Tomlin, CFP®, RMA®, EA, is a Private Wealth Manager at Creative Planning since January 2024. Previously, Matthew served as Associate Director of Financial Planning at Falcon Wealth Advisors from July 2020 to January 2024. Prior experience includes roles as Investment Specialist in Business Retirement Services and Investment Representative at American Century Investments, alongside a Teaching Assistant position at the University of Missouri-Columbia. Matthew also contributed as Speaker Coordinator for the Financial Planning Association and served as President of the Office for Financial Success. Matthew's early career included roles as a Sales and Distribution Intern at American Century Investments and a Wealth Management Intern at Freedom Wealth Advisors, LLC. Matthew holds a Bachelor of Science degree in Personal Financial Planning from the University of Missouri-Columbia and recently completed a Foundational Leadership Course at Stagen Leadership Academy.