Matthew Gegenheimer is a Quality Control Specialist 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. He also works with Woodbury Advisor Group 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 the firm follows up with clients regularly. He also makes sure 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 has worked in banking since receiving his bachelor’s degree in Finance from Louisiana State University in 2016. Prior to joining Bezou Financial Planning Group in 2019, Matthew worked for Investar in Baton Rouge, Louisiana, and Home Bank in New Orleans. He is currently studying to obtain his securities and advisory registrations.
“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.