Experience Makes all the difference

Matt began his career as a financial advisor in 2005. Matt counsels high net worth families, individuals, business owners and executives, implementing strategies to help them reach their investment and financial goals. Matt has been a longtime member of the UBS Director's Council. After completing his degree in business from Iowa State University, Matt worked as a commodity trader for Cargill Inc in Memphis, TN and then as a product manager at Eli Lilly in Indianapolis, IN.

When Matt is not busy coaching his kid's youth sports teams or volunteering at their school he enjoys working on the family farm in Iowa.  Matt has served on several community boards over the years and he currently is a board member of the Viper Education Foundation in Austin.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Wealth Management

Austin,TX

December 2008 - Present

Merrill Lynch

Financial Advisor

Austin,TX

September 2005 - December 2008

Eli Lilly & Company

Product Manager

Indianapolis, IN

January 2002 - September 2005

Cargil Inc.

Commodity Trader

Memphis, TN

May 2000 - January 2002

Education

  • Iowa State University - B.S. Business & Finance

Licenses

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • Life Insurance, TX, IA,AR,
  • Long Term Health Care Insurance TX,IA,AR

Personal & Community

  • Cedar Park Economic Developement Committee
  • Spending Time with My Wife & Our Son & Daughter
  • In My Free Time I enjoy Playing Golf, Hunting & Working on Family Farming Operation

Registered States:

AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NV, NY, OK, SC, TN, TX, UT, VA, WA, WI