Matt Tucker has worked in the financial planning and investment management industry since 1995.  His entire career in this field has been spent with UBS Financial Services Inc. and its predecessor, PaineWebber.  Matt attended the University of Kansas where earned a BS degree in Business Administration.  He was also a member of Phi Delta Theta fraternity while there.  Matt's current title is Senior Vice President – Wealth Management.  He serves many roles for the Plaza Wealth Management Group practice.  He has earned the following UBS designations: Senior Portfolio Manager, Wealth Advisor and Retirement Plan Consultant.  He earned the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2000 and has served as the financial planning specialist for the clients of his team.  Matt believes balancing assets between tax-deferred, after-tax and Roth accounts is one of the most impactful actions one can take to enhance a family's prospects for a prosperous future. 

Matt served several terms as the Treasurer for the Lancer Gridiron Club which is the fundraising entity for the Shawnee Mission East High School football team.  He and his wife, Angie, were married in 1995 and live in Leawood, Kansas with their four children.  They like to travel, and especially enjoy vacationing to Laguna Beach, California and Colorado.

• Forbes Best-In-State Wealth Advisors - 2019, 2020, 2021
• UBS Group Franchise Award - 2017 - Winner for submission of innovative solution creating efficiencies in client reporting
• PaceSetter's and Director's Council Member - 2010, 2014, 2015, 2016, 2017, 2018, 2020 - Firm recognition for productivity and leadership

• B.S. Business Administration, The University of Kansas
• CERTIFIED FINANCIAL PLANNER (TM) - 2000 - a designation earned through education, training and commitment to ethics
• Retirement Planning Consulting Service certified 2017 an investment advisory program for experienced and knowledgeable financial advisors
• Senior Portfolio Manager - a designation earned for asset management and investment discretion in the Portfolio Management Program

• Series 7, General Securities Representative
• Series 31, Managed Futures Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life and Health Insurance Licensed: CA (#0D09813), KS, MO, NE, OH, OK, RI, TX

• Lancer Grid Iron Club Treasurer for the Shawnee Mission East High School - 2017, 2018, 2019