Originally from Prior Lake and now living in Bloomington, Matt brings a personal and approachable style to financial advising that reflects his passion for people and problem solving. He earned his degree in Finance from Augsburg University and has built a strong foundation in both customer service and financial services through previous roles at US Bank and Richfield Bloomington Honda.
Matt is driven by the opportunity to build lasting relationships and help clients feel confident about their financial decisions. He was drawn to the firm’s family oriented culture and the chance to make a real difference in people’s lives.
When he is not meeting with clients, you can find Matt playing golf, trying out new restaurants, traveling, or spending quality time with friends, family, and his beloved goldendoodle. His friendly demeanor and commitment to understanding each client’s unique needs make him a trusted partner on the path to long-term success.
