Moneta Partner, Matt Ring, earned his B.S. in Accountancy, with honors, from the University of Illinois at Urbana-Champaign. Upon graduation, he joined the accounting firm of Arthur Andersen where he spent seven years. While there, Matt had the opportunity to be exposed to several different areas of the business, including financial auditing, audit operations & recruiting and tax & financial planning. Two things that Matt realized while at Andersen are that he really enjoyed the area of personal finance and he loved helping people solve problems.
In 2002, Matt was able to combine his passion and expertise into his new role as a Family CFO at Moneta. Today, Matt serves as co-lead of the O’Meara Ring Winegrad team who specializes in providing financial planning and advisory services to both successful families and businesses. Matt enjoys working with clients who understand the value of comprehensive financial planning. “Because of my experience in large corporate settings, I have the opportunity to work with individuals with highly divergent financial lives. I really enjoy collecting all those puzzle pieces and putting them together so the picture is revealed.”
In addition to his role as Family CFO, Matt and his institutional consulting team work with clients to assist them in the prudent management of their retirement plans, endowments, and foundations. Matt’s role extends well beyond that of investment advisor as he and his team take a hands-on, consultative approach with both retirement plan sponsors and plan participants. As Matt says, “I have had the opportunity to interact at many levels of the companies we work with, meeting with owners, executives, investment committee members, and of course, the participants in the plan.” Matt enjoys getting to know the stakeholders at each company, particularly the employees. He and his team often times facilitate educational seminars for plan participants and helps respond to their unique questions and concerns. “I think we engage a plan sponsor because of our expertise and great service platform, but we keep them because of the impression we make on the employees who participate in the plan. It’s great to make a ‘Wow!’ impact and see how our involvement encourages people to take ownership of their financial future. “
The O’Meara Ring Winegrad team strives to establish a deep trust and a long-term relationship with every client in order to help them achieve their financial goals and dreams. They work to put all of the pieces of each client’s picture together in order to create a long-term plan that will lead to a successful financial future.
- Certified Public Account
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
- American Institute of Certified Public Accountants (AICPA)
- Five Star Wealth Manager Award, Five-Time Winner
- Visiting Nurse Association (VNA), Vice Chairman
- Missouri Warriors, Inc., Treasurer
- WCPC Elder
- Youth Basketball Coach