Ask Matt what he loves most about his job and he will tell you he loves working with the best and for the best. He knows he is surrounded by experts on a daily basis who work together to get the job done. Matt believes there is nothing better than the satisfaction of watching or making a good plan come together. Whether it is a client’s retirement party or a house warming party, his ultimate payoff is helping clients achieve what is important to them. Because Matt is a people person, he truly enjoys working and interacting with clients on a daily basis.
Matt’s eight years of professional experience allow him to provide comprehensive wealth management solutions for individuals and their families. He has experience working with executives, medical professionals, business owners and professional athletes. As a wealth advisor, Matt develops a close understanding of his clients’ needs in order to create a comprehensive plan that will allow them to reach both short- and long-term goals. Matt spends his time focusing on ideas and strategies that will allow him to attract and develop his niche clientele. He assists his clients that have outgrown their initial accumulation strategies and helps them bring everything together in an efficient manner. Matt’s clients value him for his passion, his attention to detail and his capacity to think outside the box, as well as his ability to listen and understand.
Matt is active in the community and works closely with the Cystic Fibrosis Foundation of Nebraska, the Bo Pelini Foundation, the Ndamukong Suh Family Foundation and multiple private family foundations. When not at work, you will find Matt on the golf course or traveling to watch his favorite sports teams.
e-mail: firstname.lastname@example.org | phone: 402.964.5595 | fax: 402.963.4084
Bachelor of Science | Marketing
University of Nebraska-Lincoln | Lincoln, NE
Securities Offered Through M Holdings Securities, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group is independently owned and are not under common ownership with M Holdings Securities, Inc.