K. Matthew Mercer II

K. Matthew Mercer II, CPA, MBA

Senior Public Accountant, Krilogy Tax Services, LLC

K. Matthew Mercer II

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Creating and managing a client’s financial picture involves a seamless connection between financial advising and tax planning. This comprehensive approach, and commitment to client service, is what led Matt Mercer to join the Krilogy team in 2017, where he felt confident he could leverage his experience as a Certified Public Accountant (CPA) to work alongside the team of Krilogy advisors to help manage clients’ overall financial strategies. Matt focuses his practice on tax preparation and tax planning, and takes great pride in helping people create strategies and find opportunities to save money.

In 2008, Matt received his Bachelor’s Degree in Accounting from Westminster College. While at Westminster College, Matt was the captain of the Men’s Soccer team earning many accolades during his time with the team. In 2010, Matt received his Master’s in Business Administration at Missouri Baptist University, while he also became an Academic All-American in Lacrosse. Since graduating with his Master’s degree Matt has worked in public accounting and dedicated his time to earning his CPA in 2016.

Matt currently resides in St. Charles, Missouri with his wife Kelsey and has two sons, Lincoln and Graham. Away from the office, Matt loves spending time with his family and seeking out anything that might have some competition. Matt also spends much of his time with the not for profit, Dueling for Lincoln, an organization he created with his wife in memory of his son, Lincoln, whom he lost to Noonans Syndrome. Dueling for Lincoln is dedicated to raising money to aid in research to help find treatments for Noonans Syndrome, Congenital Heart Disease, and Juvenile Myelomonocytic Leukemia(JMML) and providing financial support to families coping with these traumatic diseases.

Krilogy Financial® does not provide tax and legal advice. Krilogy Financial® is affiliated with Krilogy Tax Services, LLC through certain common ownership interest by Krilogy partners. Krilogy Tax Services provides tax planning and preparation services for an additional cost to Krilogy Financial clients.