Matt is a Senior Financial Advisor with nine years of experience, currently serving the Appleton market. Matt helps clients see beyond their immediate financial situation and creates a holistic plan for managing their moneyâ today, and throughout their retirement.
Prior to joining the BMO Investment Services team, Matt received his Bachelor of Science degree in geospatial information science from United States Military Academy in West Point, New York. He is a CERTIFIED FINANCIAL PLANNERâ¢ professional and holds series 7 and 66 securities licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.
Matt is married and has two children. He is currently on the Board of Directors for the Fox Valley Veterans Council. Matt enjoys spending time with his friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.