Matt joined Personal Wealth Partners in 2016 having previously worked with Financial Strategies Group. Matt has worked as a financial advisor since 2002 and has been preparing federal and state tax returns since 2005. His experience has provided him with investment and taxation skills to help clients pursue their financial goals.
Matt believes that investing and financial planning is much more than pie charts and investment products. He works hard to customize a financial plan that addresses the issues and concerns unique to his clients to provide long-term financial strategies.
Matt holds the FINRA/NASAA Series 7 and 63 licenses with LPL Financial; he is also licensed to provide life, long-term care and annuity products in Wisconsin.
Matt and his wife Lindsey have a daughter, Ella and a son, Kingston along with their dog, Ozzie. Matt enjoys coaching Kingston’s football and baseball teams along with watching Ella dance. Matt also enjoys golfing, playing senior men’s hockey, and spending time with his family.