Matthew Shull, CFP®, MBA

Financial Advisor

As one of Capital Investment Management’s trusted financial advisors, Matthew’s purpose is to help clients make favorable financial planning decisions and be their voice of optimism. Seeing his clients succeed through challenging or uncertain circumstances is what drives Matthew to go above and beyond.

After attending Kansas State University and earning a bachelor’s degree, he went on to receive his Master of Business Administration degree from Rockhurst University. He has been in the financial industry since 2008 and with Capital Investment Management since 2016. As a CFP® professional, he acts as a fiduciary to help guide clients to better financial outcomes.

Matthew is a proud family man. He is happily married to his wife, Alisha, and they keep busy watching their four children, Zach, Brad, Jack, and Lily, grow. Matthew holds memberships in Lee’s Summit Chamber of Commerce, Financial Planning Association, and the Society of Financial Services Professionals. He enjoys spending his time gardening, hiking, reading, and traveling.

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