Matt began his investment career in 1997 at the corporate office of Robert W. Baird in Milwaukee, Wisconsin, where he served for seven years prior to moving to Rockford, Illinois. Matt 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, restricted stock, deferred compensation and 401(k) plans. Matt earned a bachelor’s degree in finance from the University of Iowa. He has passed the Series 7, 9, 10, 31, 63 and 65 securities exams, and holds insurance and annuities licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
In 2021, Matt was named Branch Director for RBC’s Rockford, IL branch.
Matt has been named to the RBC Wealth Management President’s Council since 2016. The President’s Council honor is awarded annually and recognizes financial advisors for their outstanding performance and professional growth, and demonstrating leadership in client service.
Matt lives in Belvidere and is married to his high school sweetheart, Natalie. They have three children: Madeline, Nathan and Addyson. Matt is an active member of Holy Family Catholic Church and the Boylan Catholic High School Foundation Board. He is a regular blood donor. Matt enjoys spending time with his family and an occasional cigar and bourbon.
