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ML&R Wealth Management LLC
Maxwell Locke Ritter

Kimberly Matus

Retirement Plan Associate

Professional Experience

In 1997, Kim began her business career at Plan Data Inc., which later became Invesmart, Inc. and then The Standard, administering qualified plans. During her tenure, she was given the task of managing a team of consultants and administrators. Kim moved to Schwab Retirement Services in 2008 where she continued her compliance work on much larger qualified plans. Kim earned the designation of Certified Pension Consultant by the American Society of Pension Professionals and Actuaries. In 2013, she left the industry to join SALI Fund Services as a fund accountant.

Kim joined ML&R Wealth Management in February 2016 and will be focusing on participant service and advisory support. She is very excited to now be a part of the company and loves assisting people, whether they are participants or co-workers, and is thrilled to be able to contribute to both at ML&R.
 

Industry Focus

  • 401(k) & Retirement
  • Compliance
  • Participant Services

Education

The University of Texas at Austin
Bachelor of Arts in Finance
 

Community

Past: Hendrickson High School Senior Celebration, Fundraising Committee Member; Multiple Sclerosis, Fundraising Volunteer; Pflugerville Youth Soccer, Coach

Affiliations

American Society of Pension Professionals and Actuaries (ASPPA)