Matt has been working in the financial services industry for 10 years. As a financial planner, he provides advice and education on budgeting, saving, investing, insurance, taxes, retirement and estate planning. He focuses on tax planning and strategies to help clients save money by finding deductions, credits and creating financial plans to alleviate some tax burdens. By utilizing tax advantaged investment options, clients are able to save real dollars and continue to build wealth.
Addressing risk management is another important piece of his practice. He helps clients protect their finances from life events such as disability, long term care and death through a wide variety of insurance products. Each individualized to clients' needs.
In his time away from the office, he enjoys spending time with his wife Katie and two children, Lilly age 9 and Charlie age 5. They can be found exploring various places throughout Nebraska or visiting family in New York. Outside of family time, he enjoys coaching baseball and softball in the Omaha area or slicing balls around our many local golf courses.
Matt is also co-owner of Cornerstone Investments in Bloomfield, IA.