CFP®, AIF®, CRPS®
Financial Advisor / Member Owner
Work hard, play hard. The best part of being a financial advisor is learning about each one of my clients' unique backgrounds, values, and goals, then creating a personalized plan to help build their ideal future.
Matt has been involved in the financial services industry since 2005. He earned a bachelor of arts degree in business administration with an emphasis in marketing from Augsburg University in Minneapolis, MN. Matt is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plans SpecialistSM (CRPS®).
Matt is an active member of the Rockford Cosmopolitan Service Club. In 2010, he received the Cosmopolitan International President of the Year Award and was recognized by the Rockford Chamber of Commerce as one of their “40 Leaders Under 40.” Matt is a graduate of Leadership Rockford and the Rockford Leadership Alliance.
Matt, his wife Natalie, and their two children, Lily and Harrison, live in South Beloit, IL. He was born and raised in the Rockford area and enjoys sports, history, grilling, and spending time outdoors. He was a college golfer and takes pleasure in playing golf whenever he has spare time.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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