Founding Partner and Financial Planner
Matthew began his financial planning journey in 2009 partnering with New England Financial and Julian Strategic Alliance Group. In the spring of 2021, he helped found Meridian Wealth + Retirement to better focus on comprehensive family and business planning for his clients.
He has an extensive background in asset and income protection, wealth management, and comprehensive financial planning for both individuals and businesses. Matthew brings expertise to our clients in tax-efficient retirement distribution planning. Matthew graduated from Aurora University and Dunham School of Business in 2009 with a degree in Business Management and Biology. He has also obtained his Eagle Scout award from the Boy Scouts of America.
He’s volunteered and held board positions as President and treasurer for Fox Valley Mountain Bike Associations, North East Wisconsin Trails, and Fox Cities Cycling Association. In his free time, Matthew is an avid mountain biker and golfer, loves staying physically active, traveling with family, boating and camping. Matthew and his wife, Tiffany, live in Sherwood and have one son – Harvey.
- 2018 MassMutual Advisory Counsel – Advisor Teaming
- 2017-2022 MassMutual Leaders Qualifier
- 2022 Million Dollar Round Table Qualifier
- 2022 MassMutual Advisory Counsel – Wealth Management