Matt is responsible for guiding clients through their integrated financial planning process. Where each client may have financial tools and education on specific areas of their plan, Matt helps clients understand how those tools (i.e., insurance, investments, taxes, estate planning, succession planning) come together, and work together, in a comprehensive financial plan. Matt focuses on distribution planning, Non-Qualified planning, and Key-Person and Executive planning.

Prior to moving to his practice to the Principal® Financial Network in 2017 and joining Great Lakes Retirement Plan Consultants in 2023, Matt began his practice at Northwestern Mutual in 2015 as a career change from Restaurant Management/consultation and Conservation Biology. As a Conservation Biologist, Matt specialized in protocol and regulatory development, based on the best available science, as it pertained to private business project management and Threatened and Endangered species in the state of Wisconsin. Matt currently resides in Monona, WI, after spending a few years in Denver, CO and Grand Rapids, MI, with his wife Brittany, children Cora and Crosby, and 2 dogs. In his free time, he enjoys travel, cooking, hiking, spending time with family and friends, and exploring the communities around him