Designations and Licenses

Matthew is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Analyst® designation.

Experience and Education

Matt is responsible for the strategy for and operational execution of the Wisconsin office where he focuses on delivering the right client experience and developing associate talent. He creates customized and comprehensive financial plans to help individuals and families reach their goals.

Prior to joining the firm, he served as an advisor with Balasa Dinverno Foltz LLC, where he helped guide clients through all stages of the financial planning process, including cash flow and budgeting, asset allocation, tax, estate and education planning. He also sat on the firm’s investment committee and was responsible for ongoing investment due diligence and determining trading operations.

Matt graduated magna cum laude from Carthage College with a bachelor’s degree in finance and economics and a minor in political science.

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.