Matt Schellman

How He Can Help You

As the leader of Cornerstone’s Executive Coaching Group, Matt challenges his fellow advisors to discover new opportunities, prioritize business development, and implement time-saving strategies. His goal for the group is for advisors to regain balance and motivation so they can continue moving toward their individual visions for growth and success.

What Makes Him Knowledgeable

Matt joined Cornerstone Wealth Management in 2013 because he wanted the freedom to be independent in his advice to clients, without pressure to sell certain products or hit quotas.

His practice is centered on retirement planning and income distribution strategies for families and business owners, including life insurance, Social Security, and long-term care planning. Over the years, Matt has built a well-managed and thriving practice, and he’s passionate about sharing what he has learned with other advisors.

Along with holding life and health insurance licensing in several states, Matt holds the FINRA Series 7 and Series 63 registrations through LPL Financial, and Series 66 registration through both LPL Financial and Cornerstone Wealth Management. Matt earned a Bachelor of Science in finance from Missouri State University and began his career with Edward Jones in 2001.

Getting to Know Him

Matt and his wife, Jessica, have been married since 2001 and have three children. They live in Ballwin, Missouri, and are members of St. Joseph Manchester Catholic Church. Matt is an avid mountain biker, thanks to his son’s interest in the sport, and he enjoys cheering his kids on at their athletic and performing arts events. You might also find him skiing, playing softball, traveling, and taking in a Cardinals or Blues game.