Experience That inspires confidence

Matt works closely with individuals and families to build comprehensive financial plans that are personalized to each client's unique financial situation. He has earned the Certified Financial Planner™ certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies.

Prior to joining UBS, he worked in Private Wealth Management at Robert W. Baird, supporting financial advisors with the advisory solutions offered to clients. Matt began his career in financial services with Marshall & Ilsley Wealth Management and BMO Global Asset Management.

Matt has an MBA with a Finance specialization from Marquette University and a bachelor's degree in Business Administration and Finance from St. Norbert College. Additionally, Matt holds the FINRA Series 7 and 66 licenses, along with his WI Life, Health, and Long-Term Care insurance licenses.

Matt resides in Madison with his wife, Ann, and their sons, Colin, Andrew and Wesley. In his free time, he enjoys staying active with various sports, boating, traveling, and spending time with family and friends.

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, SC, TX, VA, WA, WI