Matt served four years in the United States Marine Corps, and has over 20 years in the Fire Service, the last 12 of those years in the City of Milwaukee. He brings that same desire to serve to our team, helping clients throughout the planning process. Matt earned his bachelor’s degree with a double major in Accounting and Finance from the University of Wisconsin-Milwaukee in 2017. He then became a Certified Public Accountant in 2021 with a background in corporate tax. He also holds a series 65 Registered Investment Advisor License.