Matt is a Wealth Advisor and Financial Planning Manager at Professional Wealth Advisors, LLC. He brings 14+ years of experience in comprehensive financial planning for high net worth individuals and families.
As a CERTIFIED FINANCIAL PLANNER ™ professional, Matt’s commitment to clients is to help them bridge the gaps between their team of financial and legal professionals, typically spanning multiple disciplines. By developing an integrated financial plan, a client can then focus more of their time on their passions and those that matter most in their lives.
Matt also holds his Certified Investment Management Analyst® designation along with FINRA Series 7 & 66 securities licenses through LPL Financial and state insurance license (Life, Health, Variable, Disability and Long Term Care).
Matt lives in Glencoe, Illinois with his wife and two children. He enjoys being involved with his children’s many activities along with other various outdoor activities.