Specializing in retirement planning and post-retirement income strategies, Matt works with his successful individual and small business owner clients to create and implement financial and investment plans specific to their unique circumstances.
Matt is a CERTIFIED FINANCIAL PLANNER™ Professional. He completed the CFP® educational requirements through the University of Creighton’s College of Business Center for Insurance and Risk Management. In addition, Matt has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.
Matt moved his practice to Securities America, Inc. in 2004 as an independent financial advisor. He began his financial services career in 1998 as an intern at Merrill Lynch. He also spent several years as an internal auditor for Peter Kiewit and Sons. His undergraduate degree is from the University of Nebraska – Lincoln College of Business Administration, and he received his MBA from the University of Nebraska at Omaha.
Matt enjoys coaching youth football and spending time outdoors with his wife Jill, son Carson and daughter Hayden.