Matthew Baumgartner, PharmD

As the Director of Operations for Brett Ginn’s practice and an LPL Registered Administrative Associate at Mebane Financial Services, my primary responsibility is to assist our team of Financial Advisors with a variety of administrative tasks. These include handling new client documentation, account opening, asset transfers, reallocations, order entry, investment company resolution, and updates for beneficiaries and addresses. In addition to my role, I've also passed the finance Series 24 Registered Principal exam, and prior to beginning my career, I obtained a Doctorate of Pharmacy (PharmD) degree from the University of Health Sciences and Pharmacy in St. Louis (UHSP).

My journey into finance is fueled by my family's unwavering support and my lifelong fascination with the financial world. I thrive on the close relationships I can form in this industry, much like I did as a pharmacist, and the fast-paced, ever-evolving nature of the business keeps me on my toes.

Over the years, I've taken on non-traditional pharmacist roles, spending over a decade meeting with clients to discuss their pharmacy benefit finances and deliver relevant clinical information. This experience made me realize the significant overlap between these skills and the financial sector, allowing me to blend my two passions. Both roles involve client interactions, information presentation and teaching, excellent service provision, and a focus on financial aspects such as income, expenses, and trends. I feel fortunate and excited to weave these elements into a rewarding career and share my experiences with others. Whether it's in the realm of pharmacy or finance, I find immense joy in helping and educating people. As a trusted confidant, I believe the greatest value I can offer our clients is exceptional service. The relationships we build and our commitment to putting our clients' needs first are what set us apart.

I currently reside in my hometown of Saint Louis, Missouri with my loving wife, Caroline, and our energetic twin daughters. While this stage of life is dominated by being an adventure guide to my children's activities, I still find time for my other passion – learning more about personal finance. It's been a hobby since I was 20, and I continue to broaden my knowledge in this area. When I do manage to find some downtime, I enjoy exercising and unwinding with some TV time with my wife before bed.