Matt takes a scientific approach to financial services. As a former research microbiologist with several patents to his name, Matt’s approach to financial services is one of extensive research and due diligence when planning and selecting investments for clients. Matt entered the financial services field during the Great Recession has strongly influenced Matt’s investment philosophy of creating proper risk managed portfolios based on clients desired goals in combination with the pitfalls that can occur over a lifetime of savings and income needs. In 2018, Matt joined the Perspective 6 Group to continue his pursuit of financial planning and asset management while collaborating with a highly successful team.
- Investment analysis
- Risk-managed portfolios
Matt began his financial career in January of 2009 with a large broker dealer in Minneapolis, MN where he learned the breadth of the financial markets and financial planning principals through an extensive training and research curriculum. Prior to entering his financial career, Matt was a research microbiologist working on anti-microbial properties of chemicals in the health and food safety industries. During this time, Matt worked on numerous well-known products in the market place and has 4 patents to his name. After his science career, Matt moved into the sales and finance field working for one of the largest credit processing companies in the country and developing numerous business relationships in the Midwest region. In 2013 Matt moved to the independent financial advisor model to better serve his clients as a fiduciary and pursue his desire to become an expert in financial planning and asset management.
EDUCATIONAL BACKGROUND AND CERTIFICATIONS
- University of Minnesota - Bachelor of Science degree in Microbiology
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Member of the Financial Planning Association (FPA)
Matt is passionate about helping others pursue their dreams, none more important that his three children. He is active in coaching traveling baseball and being a part time caddie for his daughters burgeoning golf career. When his time is not consumed during the short Minnesota summers with sports activities, he enjoys traveling to warm sandy destinations with his wife Julie.