About Matt 

As part of the financial services industry since 2001, he holds a series 7, 63 and 66 securities registration through LPL Financial as well as Life and Health insurance licensing in the state of Wisconsin. 

Matt believes in a personalized approach to financial planning that is unique to each set of client goals and needs. He believes that effectively addressing today’s risks associated with saving, investing and managing wealth require a true partnership between client and adviser, and works with his clients to provide customized strategies that will support their long-term financial well-being. 

As a resident of Racine County, Matt lives with his wife and two daughters. In his free time, he enjoys almost anything outdoors, from fishing, skiing and hiking, to grilling and camping. 


Matt is a graduate of the Wisconsin School of Business at the University of Wisconsin - Madison.  

Areas Served 

  • Burlington
  • Racine

Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Check the background of our investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Landmark Credit Union GuaranteedNot Landmark Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS  -  www.lpl.com/CRS