Matt works as a Financial Advisor serving clients in all aspects of financial planning, investments, and insurance.
Credentials
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.
Passions
Outside of work, Matt enjoys spending time with his wife, Casey and two kids, and staying active by playing golf and coaching youth basketball.
Location
2605 S 133rd Plz
Omaha, NE 68144
It’s my primary goal to help my clients plan for and achieve their financial dreams.