A graduate of the University of Wisconsin-Milwaukee with a degree in Finance, Matt has built his career around helping others get where they want to go, whether that’s a client preparing for retirement or, in his role as Director of Advisory Services, supporting a team of financial advisors in their own professional growth and development. His passion lies in simplifying the complex and making financial planning feel a little less like homework and a little more like progress.

When he’s not guiding others toward financial confidence, you can find Matt enjoying the great outdoors or a sweet treat! He’s got a love for the Northwoods of Wisconsin, a soft spot for Key Lime pie and a firm belief that wine pairs well with just about anything—especially a good day on the lake.

Matt lives in Wauwatosa, Wisconsin with his wife Dana and proudly keeps up with his two adult children—though they now mostly call when they need financial advice or a good dinner!