Matt works as a Financial Advisor serving clients in all aspects of financial planning, investments, and insurance.
Matt has over 20 years of financial services experience and joined First Investments & Planning in 2012. He holds the Series 7 & 66 securities registration, Life Insurance license and also acquired the Chartered Retirement Planning Counselor (CRPC®) designation.
Matt is a graduate of Augustana College in Sioux Falls, SD and holds a Bachelor of Arts degree in Business Administration with an emphasis in Finance and a minor in Economics.
Outside of work, Matt enjoys spending time with his wife, Casey and two kids, and staying active by playing golf and coaching youth basketball.
2605 S 133rd Plz
Omaha, NE 68144
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE