Matt, a Founding Partner and Financial Advisor, began his practice in 2007 -- helping clients grow, manage, and protect their wealth. He focuses on increasing assets under management, servicing 401(k) plans, and providing personalized financial guidance to individuals and families.
Born and raised in Omaha, Nebraska, Matt’s interest in finance started early—he vividly remembers asking his dad how people save for retirement and learning about mutual funds as a child. After graduating from Creighton Prep, he attended the University of Nebraska–Lincoln, where he studied Biology and Chemistry.
Eventually, the idea of building a business and being his own boss drew him toward financial advising—a natural fit for his entrepreneurial spirit and interest in helping others succeed.
Matt holds his Series 6, 63, and 65 licenses and specializes in wealth management and income planning. He believes the greatest value he brings to his clients is trust—knowing they can rely on him to act with integrity, be prompt, and put their best interests first.
He and his wife, Christin, who is originally from northwest Kansas, have three energetic boys. Outside of work, Matt enjoys barbecuing, golfing, and traveling with his family. He has previously been active in Rotary, appreciating the club’s community service focus, and continues to stay involved with his local Catholic church.
For Matt, the most rewarding part of his career is the relationships he’s built over the years and helping clients feel confident in their financial future.