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.
Credentials
Matt currently holds the Series 7 & 66 securities registrations, along with his Life, Health and Variable Product Insurance licenses.
Passions
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.
Locations
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.
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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.
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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