Matthew Hoesch
About Matthew Hoesch
Matthew Hoesch is an Account Executive and Retirement Plan and Investment Consultant at Creative Planning, where he has worked since 2022. With over fifteen years of experience in the financial services industry, he emphasizes a client-focused approach to meet the needs of clients and partners.
Work at Creative Planning
Matthew Hoesch serves as an Account Executive and Retirement Plan and Investment Consultant at Creative Planning. He has been in this role since 2022. In this position, he emphasizes understanding the needs of clients and the partners he collaborates with, demonstrating a client-focused approach. His responsibilities include developing and implementing retirement strategies for clients sponsoring defined contribution retirement plans.
Previous Experience in Retirement Consulting
Before joining Creative Planning, Matthew Hoesch worked at Lockton Retirement Services as Vice President and Retirement Plan and Investment Consultant for six months in 2021. He also held a position at Lockton Companies as Assistant Vice President and Retirement and Investment Consultant from 2015 to 2022. His extensive experience in retirement consulting has equipped him with a comprehensive understanding of the industry.
Career Background in Financial Services
Matthew Hoesch has over fifteen years of experience in the financial services industry. His career includes various roles at T. Rowe Price, where he worked as a Retirement Plan Services Relationship Manager from 2009 to 2015, and as a Client Services Liaison from 2007 to 2009. He also served as a Risk Management Specialist and a Financial Institution 529 Specialist during his tenure at T. Rowe Price.
Educational Qualifications
Matthew Hoesch earned his Master of Business Administration (MBA) degree from Loyola University Maryland Sellinger School of Business and Management, where he studied Finance from 2009 to 2013. He also holds a Bachelor's degree in Banking, Corporate, Finance, and Securities Law from Towson University, which he completed from 2002 to 2004. His educational background supports his expertise in retirement planning and investment consulting.