About
Matt
Matt is committed to helping Focus Partners Wealth clients set and achieve their financial goals.
Matt has worked in the financial industry since 2008. He began his financial career in Nebraska, where he became a licensed broker at TD Ameritrade, and worked with the top 1% of clients at TD Ameritrade’s Private Client Service Division. He then moved to the Chicago area in 2014 and became an Investment Consultant, focusing on the local market and growing share of wallet for TD Ameritrade. From there, Matt transitioned to Churchill Management Group in 2017 and started working as a Client Service Vice President focusing on relationship building.
Matt is originally from Rapid City, South Dakota. He stays active by playing golf, traveling with his significant other, Jen, who also works in the financial industry, and being outside as much as possible. Matt currently resides in the Scottsdale, AZ, area while helping clients remotely across the country.
Education and Professional Milestones
-Bellevue University - bachelor's degree
Matt is committed to helping Focus Partners Wealth clients set and achieve their financial goals.
Matt has worked in the financial industry since 2008. He began his financial career in Nebraska, where he became a licensed broker at TD Ameritrade, and worked with the top 1% of clients at TD Ameritrade’s Private Client Service Division. He then moved to the Chicago area in 2014 and became an Investment Consultant, focusing on the local market and growing share of wallet for TD Ameritrade. From there, Matt transitioned to Churchill Management Group in 2017 and started working as a Client Service Vice President focusing on relationship building.
Matt is originally from Rapid City, South Dakota. He stays active by playing golf, traveling with his significant other, Jen, who also works in the financial industry, and being outside as much as possible. Matt currently resides in the Scottsdale, AZ, area while helping clients remotely across the country.
Education and Professional Milestones
-Bellevue University - bachelor's degree