Comprehensive Wealth Managment
Estate and Tax Strategies
About the Financial Advisor
Matt has been in the financial services industry since 2003 holding various roles. He began with a focus on investment management and that experience aided in his transition to comprehensive wealth management for individuals in 2009. A Certified Financial Planner since 2020, Matt has proactively worked with clients and their professional advisors to coordinate effective tax and estate planning strategies. A new addition to our team in 2023, Matt is looking forward to leveraging his experience and providing great service to clients.
Education and Designations
- North Dakota State University, Bachelor’s Degree, Accounting
- CFP® – CERTIFIED FINANCIAL PLANNER™
Woodbury, MN residents since 2007, Matt and his wife Jennifer spend their free time chasing sons, Soren and Aksel, to their various activities. Spring and Summer are filled with baseball and golf and when the cold weather arrives, the family embraces the ski season. With family all across the country, and across the pond, they are seasoned travelers so don’t blink or you may miss them at TSA PreCheck. At home, it is a good bet that Matt is either in the kitchen or at the grill whipping their favorite family dinner.