Focus: College Funding Strategies, Insurance Strategies, Retirement Strategies, Financial Education
Matt started in the financial services industry after he found himself confused about what to do with his own finances. “I heard about all these opportunities but had a lack of understanding and really didn’t know where to start or who to rely on. I witnessed firsthand what a financial strategy can do for me and my financial security, protection and independence. Unfortunately, I also witnessed the exact opposite and saw the hard times people had to endure because they didn’t take the time to look into their future and it was heart breaking,” shares Matt.
Witnessing this all firsthand, Matt wanted to do something to help his family, friends and those in his community. That something is to help people understand the options they have in building the financial strategy they envision for themselves and their family. And to help people better prepare to make sure their family is protected and financially secure. Matt adds, “I’m in this business to serve and help others make good decisions about things they many not want to think about. My job is to pay attention, listen and most important, care about the things that matter most to my clients. I make it a point to ask quality questions and bring a couple of good ideas to the table that clients can walk away with. When I’ve done that, I’ve done a great day’s work.”
Graduating from the University of Wisconsin-Milwaukee, Matt holds a degree in Business, Management, Marketing, and Related Support Services. He resides in New Berlin, Wisconsin. In his spare time, Matt enjoys hanging out with family and friends at his family’s cottage on Lake Arrowhead in Nekoosa, Wisconsin, chasing around his niece and nephew and watching them grow (so much fun), volunteering, golfing, hunting, going to sporting events, and going to the gym.
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N19 W24200 Riverwood Dr Suite 140
Waukesha, WI 53188