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
I enjoy teaching my clients the power of investing and how it can help them achieve their goals.