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Matt McCauley

Ashley Lackey

Matt McCauley

Chief Operating Officer

Matt McCauley, COO, is responsible for coordinating operations across the vertically integrated family of companies. Matt brings a decade of experience in operational efficiencies primarily in the financial services industry. He holds an M.S. Finance, as well as a B.A. Economics, from the University of Missouri - Kansas City.

"Price is what you pay. Value is what you get." -Warren Buffett.

Professional Education


University of Missouri - Kansas City

M.S. Finance, 2013 B.A. Economics


Working Experience

Matt's background in is finance having served in senior positions within Registered Investment Advisory firms. Most recently, Matt had a key role with one of the largest independent wealth management firms in the country.



Matt, his wife Kelcey, and their daughter Maeve live in Overland Park, KS. They enjoy traveling, exploring the community, and running.

Proud Moment

Matt's proudest moment is welcoming his daughter Maeve into the world.

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Contact Us

Address :

1220 Washington Street, Suite 200, Kansas City, MO 64105

Chief Operating Officer: Matt McCauley


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