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Matthew Gegenheimer

Matthew Gegenheimer

Relationship Manager

Matthew Gegenheimer is a Relationship Manager in the New Orleans office of Bezou Financial Planning Group. Matthew runs internal reports that allow Bezou Financial Advisors to efficiently monitor client investment portfolios and works with both Osaic and external partners to summarize and organize research and data on available investment vehicles for Financial Advisors to use in helping clients to pursue their goals. At Jason’s direction, in addition to setting up initial monthly contributions or income distributions for clients, Matthew ensures that clients new to Bezou Financial Planning Group transition smoothly and that the recommended financial service vehicles are set up according to the plan. 

Matthew received his bachelor’s degree in Finance from Louisiana State University in 2016 and earned his Series 7 in 2020. Prior to joining Bezou Financial Planning Group in 2019, Matthew worked in the banking industry, specifically for Investar Bank in Baton Rouge, Louisiana, and Home Bank in New Orleans. 

“My favorite part of the work is interacting with the clients with Jason in servicing their accounts as they are trying to meet their financial goals. One way we try to do this is by valuing teamwork, which enables us to try to produce the best possible outcomes for our clients,” he said. Matthew, an avid runner, lives in the Lakeview neighborhood of New Orleans.