About Matt
I was raised in Osseo, WI, a small town in northwest Wisconsin. I currently reside in Eau Claire, WI after a four-year stint in Kansas City, MO. It was there where I spent countless hours working on my craft in the classroom studying Finance as well as on the golf course. Many of the lessons I learned in Kansas City have followed me back home to Wisconsin.
I’m excited to be back in the Chippewa Valley serving clients all across the country. I enjoy staying busy outside of work as well to take advantage of what this area has to offer. When I’m not in the office you can find me spending time with friends, family, my girlfriend Emily, and our Yorkshire Terrier, Tucker. We love spending time at concerts, the golf course, and at our favorite local restaurants.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
Henry W. Bloch School of Management, University of Missouri-Kansas City - Finance (Bachelor of Science)
Here are my areas of expertise
Financial Planning
Advisory Services
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Multigenerational Planning
Business Employee & Executive Benefits Planning
Estate Planning