Matt began his financial career in January 2009, with a large broker dealer in Minneapolis, MN. There he learned the breadth of the financial markets and financial planning principals through an extensive training and research curriculum. Entering the financial advisor field during the Great Recession, has strongly influenced Matt’s investment philosophy of creating proper risk managed portfolios based on clients desired goals in combination with the pitfalls that can occur over a lifetime of savings and income needs. In 2013, Matt moved to the independent financial advisor model to better serve his clients as a fiduciary and pursue his desire to become an expert in financial planning and asset management. In 2018, Matt joined the Nelson Team at Focus Financial to continue his pursuit of financial planning and asset management while collaborating with a highly successful team.
Prior to entering his financial career, Matt was a research microbiologist working on anti-microbial properties of chemicals in the health and food safety industries. During this time, Matt worked on numerous well-known products in the market place and has four patents to his name. After his science career, Matt moved into the sales and finance field, working for one of the largest credit processing companies in the country and developing numerous business relationships in the Midwest region.
Educational Background and Certifications:
Matt graduated from the University of Minnesota with a Bachelor of Science in Microbiology. He is a member of the Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). To earn the CFP® designation, Matt had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Matt also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Matt is passionate about helping others pursue their dreams, none more important that his three children. He is active in coaching traveling baseball and being a part time caddie for his daughters burgeoning golf career. When his time is not consumed during the short Minnesota summers with sports activities, he enjoys traveling to warm sandy destinations with his wife Julie.
SERVICES & CLIENT EXPERIENCE:
Our team seeks to build and preserve your wealth. Through client-specific financial analysis and investment research, our services are designed to help guide you towards your long-term financial goals. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.
Our clients include business owners, executives, retirees, and financially independent women looking for value, depth and range of experience, and an advisor with independent status. We have the freedom to choose from widely available, non-proprietary financial instruments and can tailor a solution to your particular needs.
- Comprehensive Financial Management
- Investment Portfolio Management
- Retirement Income Planning
- Insurance Analysis
- Company Retirement Plans
We strive to simplify your life and give you more confidence about your financial future. In the complex world of finance and retirement planning I can alleviate the confusion and help you realize your goals. During our process we…
Educate: I strive to educate my clients before we begin our work together. The more you understand, the easier it will be to make decisions.
Establish Goals and Gather Data: We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.
Analyze: Using multiple tools I will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.
Recommend & Implement: Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.
Review and Adjust: The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.