Qualifications

I have been a financial advisor since 1999 and have earned the CERTIFIED FINANCIAL PLANNER™ certification,  Certified Plan Fiduciary Advisor and Chartered Retirement Plans Specialist™ designations. I implement wealth-management strategies by concentrating on client portfolio management. I focus on equity research, retirement and education planning, insurance and estate planning services, lending capabilities and new business planning development.

I enjoy working together to build a relationship based on trust and built with service; to share ideas and maintain an open line of communication. My clients know that I am readily accessible to them, am prepared to assist them, and that I am dedicated to servicing them. I communicate with my clients on an ongoing basis and I seek to establish and maintain solid long-term relationships.

I am originally from South Sioux City, Nebraska. I graduated with distinction from the University of Nebraska at Lincoln with a Bachelor of Science in Business Administration, majoring in Finance with a minor in Mathematics. 

Personal

Matt’s hobbies and interests outside of work include golf and spending time with friends and family. His wife, Traci, earned her doctorate in pharmacy from the University of Nebraska Medical Center. She currently volunteers with Bible Study Fellowship. They have three children; daughter, Brilee, who is a nurse at Children’s Hospital; son, Blake, who lives in Dallas and works in finance for Bernstein Private Wealth; and daughter, Brooke, who attends Samford University. Matt and Traci are members of Love Church in Omaha, volunteer with Gretna Fellowship of Christian Athletes and serve on the Omaha Board of Fellowship of Christian Athletes.