Matt subscribes to one simple objective: to help people improve their financial condition by providing them with education, information, guidance, advice & counsel in a collaborative partnership arrangement. His goal is to help his clients make sound wealth management decisions so they can work toward achieving their dreams and goals.
Matt is a LPL Financial Advisor and a licensed Certified Public Accountant in the State of Wisconsin. Matt holds FINRA Series 7 and Series 66 securities licenses through LPL Financial, a US registered broker-dealer, as well as Life and Health Insurance licenses from the State of Wisconsin.
Matt has over 38 years of experience in the securities industry since graduating from the University of Wisconsin-Madison. He has worked for local, regional, national, and global financial services firms as well as the United States Securities and Exchange Commission.
Matt is a Past President of the SIFMA Financial Management Society, a former Chairman of the National AICPA/FMS Securities Industry Accounting Conference, and a former member of the AICPA Stockbrokerage & Investment Banking Experts Panel.
Matt grew up in Sun Prairie, WI and currently resides in Cottage Grove, WI with his wife Anne. Matt is very active in the Masonic Fraternity. He enjoys hunting, fishing, golfing, and snowmobiling in the Great Wisconsin Outdoors.