Matt is one of the founding partners at Trusted Wealth Partners. He has spent the last 18 years focused on helping his clients develop financial plans and managing their investment portfolios. Specializing in tax-efficient investment strategies, retirement planning, and post-retirement income strategies, Matt's primary focus is to help his clients pursue and maintain their financial independence.
Matt is a CERTIFIED FINANCIAL PLANNER® professional. He completed the CFP® certification educational requirements through the University of Creighton’s College of Business Center for Insurance and Risk Management.
Matt began his financial services career in 1998 as an intern at Merrill Lynch. He also spent several years as an internal auditor at 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 spent the last decade coaching youth sports and volunteering on various youth sports committees. In his free time, Matt loves spending time with his wife Jill, and watching the sports activities of their son Carson, and daughter Hayden. Traveling to Colorado in the winter months to hit the slopes has become a regular adventure for Matt and the whole family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.