Matt Westhoff, CFP®
CEO, Financial Planner
When Matt obtained his CFP certification before partnering to open MBM Wealth Consultants in 2009, he was one of the youngest in the nation to do so. But, this drive is not surprising for those who know Matt. Even his Business degree had a double emphasis: finance and investment real estate (completed in three years, while working full time to boot). Today, he puts his razor-sharp focus and know-how to work for clients across all areas of financial planning. Matt works closely with clients to fine-tune their financial and investment plans as their life goals take shape.
Matt Lapides
CFO, Managing Partner
Matt began his career as a private money manager and family business consultant after graduating with a degree in Finance from the University of Missouri, St. Louis. In 2006, Matt earned the Certified Fund Specialist® designation, helping him become an Investment Specialist for two Fortune 100 companies before co-founding MBM Wealth Consultants. His ability to analyze numbers and data is central to his leadership role in managing client portfolios and trading stocks.
Bill Weckback, CFP®
Managing Partner, Financial Planner
As a founding partner of MBM Wealth, Bill uses his extensive financial and insurance planning expertise to help others pursue their life’s dreams. He is sincerely passionate about building strong relationships with his clients, utilizing the teamwork, enthusiasm, and time management skills that served him well on the soccer field throughout college. Bill graduated from Quincy University with a degree in Finance and continues creating success through strong partnerships.
Andrew McCluer, CFP®, MBA
Wealth Advisor
Andrew’s approach to helping clients begins with humility. His down-to-earth personality is paired with an aptitude for financial analysis that ensures his clients feel understood. Andrew brings the same skillset to craft personal financial plans as he used to create financial solutions which have been implemented at the highest levels of international business.
Meet the rest of the team:
Julie Schwake
Beth Chmelir
Sara Schack
Brendan Bradley