Equity Compensation Planning
Comprehensive Financial Planning for Key Employees & Business Owners
About the Senior Financial Advisor
Matt is an Owner and Executive Officer for Focus Financial. He is the Founder and Managing Partner for the Perspective 6 Group. Matt founded the Perspective 6 Group to create a client-focused, sophisticated asset management team.
He focuses on serving MedTech employees and executives with their equity stock options, retirement income planning, businesses with transition planning, and self-employed professionals with benefit plans in Minneapolis, MN.
Matt serves his clients by advocating and helping make smart financial decisions. His team takes all aspects of wealth management into perspective to make informed decisions.
Education and Designations
- Pillsbury College, B.S., Business Administration and Information Technology, cum laude
- CFP® – CERTIFIED FINANCIAL PLANNER™
- AIF® – Accredited Investment Fiduciary®
- ECA® – Equity Compensation Associate
- FPA – Member of the Financial Planning Association
As a former Eagle Scout, Matt enjoys many outdoors activities—especially competitive bicycle racing for the team he co-sponsors, Peace Coffee Racing. In his other spare time, Matt enjoys XC Skiing, snowboarding, traveling, and spending time with his wife, Taunya.
Direct Phone: 952-225-0343
Main Phone: 952-225-0333
Minneapolis MN 55426