Matt joined First Investments & Planning in 2011. He specializes in investment, retirement, estate, insurance, and education planning. His primary focus is to educate and assist individuals, families and business owners as they work toward their financial goals while providing a high standard of customer service.
Matt currently holds the Series 7 & 66 securities registrations, along with his Life, Health and Variable Product Insurance licenses.
Matt’s been living in Omaha since 1996 and has one son who is just starting his adult life. His current passions are fishkeeping, building gaming PCs and making Jerky snacks.
During the summer months Matt enjoys playing tennis and, in the winter, he enjoys watching football.
7818 Cass St
Omaha, NE 68114
5504 N 90th St
Omaha, NE 68134
5006 Ames Ave
Omaha, NE 68104
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
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