Matthew Owens, RFC
Matt follows in his father Mike's footsteps and has been in the financial services industry since 2009. He has primarily focused on the 401(k) plan arena and IRA Rollovers but is also a resource for comprehensive financial planning for individuals, including portfolio management, estate and tax planning, and life insurance brokerage. Matt hopes to develop and foster strong relationships with his clients by providing tireless service with authenticity and transparency. Matt holds Series 6, 7, 63 and 65 securities licenses and is registered in CA, CO, FL, ID, IN, IA, KS, MO, NE, and SD.
Matt is also a co-owner of Cornerstone Investments in Bloomfield, IA.
In his spare time, Matt enjoys spending time with his wife Katherine and their four children, Matthew Jr., Elizabeth, Philip and Mary-Kate. If he's not sharing taxi driver duties with Katherine for the kids' activities, he really enjoys a round of golf, attending sporting events, or taking in some live music.
Memberships: The Heritage Study Group