Matt began his investment career in 1997 at the corporate office of Robert W. Baird in Milwaukee, WI where he served for seven years prior to moving to Rockford, IL. He specializes in working with corporate executives within the retail sector. His knowledge includes advising on corporate benefits specific to clients’ respective companies, including stock options, deferred compensation and 401(k) plans. Matt earned a bachelor’s degree in finance from the University of Iowa. He has passed his Series 7, 31, 63, and 65 exams as well as his insurance and annuities license. After completing the required coursework at the College of Financial Planning, Matt received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including risk management techniques, investments, taxes, insurance, estate, and retirement planning.
Matt lives in Rockford/Belvidere and is married to his high school sweetheart, Natalie. They have three children—Madeline, Nathan and Addyson. He is an active member of Holy Family Catholic Church, Boylan Catholic High School and Cub Scouts. He is a regular blood donor. He enjoys spending time with his family and an occasional cigar and whiskey.