Mike Holtz, CFP^®

Mike joined Matter’s St. Louis office in 2023 after two years at Mariner Wealth Advisors. He was attracted to our firm’s focus on building strong relationships with the families we serve and supporting them through our family culture and learning practice.

With a BA in finance from Illinois Wesleyan University, where he played varsity golf, Mike is a true team player, which makes him a great fit for Matter. He particularly enjoys collaborating with colleagues to help Matter families navigate their wealth landscapes and build financial knowledge. A lifelong learner himself, Mike is currently studying for the CFP exam.

Mike is passionate about golf and loves connecting (and competing) with family and friends on the golf course. A former assistant coach of a PGA Jr. League team, he enjoys working at youth golf camps to give back to the sport and teach the values the game has taught him. And when summer heats up, Mike heads to the lake for water sports and relaxing boat rides with family.