Matthew is an LPL Financial Advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He’s in his 1st year in the investment and insurance industry and holds a bachelor’s degree in marketing from the University of Wisconsin – Green Bay. Matthew recently obtained his FINRA Series 7 and Series 66 registrations, which are held through LPL Financial and allows him to sell securities. He also holds his Life, Health, and Variable Annuity licenses in the state of Wisconsin. Matthew believes his purpose is to diligently work to enhance the lives of those around him. His ability to do the right thing, educate others, and live in service allows him to gain trust and build relationships, all while working towards achieving his purpose. As a financial advisor, Matthew is focused on helping you prepare for your future by educating you on the services available to you, whether that’s through investment management, retirement planning, education planning, comprehensive financial guidance, or life insurance planning. With a wide array of options available, he ensures you find the strategy that fits your needs, based on your comfort level, time horizon, and goals. Matthew’s number one objective as a financial advisor and as a fiduciary in advisory relationships is to help you achieve your financial goals, all while doing what’s right for you. In doing this, he will help you cover four key financial principles including developing and implementing strategies aimed toward accumulating wealth during your working years, confidence and independence in your retirement, transfer of assets in a more advantageous manner, and continuous and ongoing communication throughout the process.
Matthew strives to remain an active member of his local communities by being engaged in chamber events and taking advantage of volunteer opportunities. He values a strong community presence and will continue to seek out opportunities to promote his newfound home. In his past, he had been very involved as a high school basketball coach, and as a leader and educator at his local religious education program. Matthew was raised in Mayville, WI, where he enjoys spending his time with his parents and four siblings. His favorite activities include playing basketball, pickleball and golf, watching Wisconsin sports, reading, writing, going to church, traveling and snowmobiling.
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