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Matt works as an Advisor at First Investments & Planning serving clients in all aspects of financial planning, investments, and insurance.
Matt joined First Investments & Planning in 2012 and previously worked as a Financial Advisor with Wells Fargo Advisors. He has 20+ years of combined financial services experience.
He holds the Series 7 and 66 securities registrations and 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.
First National Bank of Omaha
2605 S 133rd Plz
Omaha, NE 68144
First National Bank of Omaha
8418 Frederick St
Omaha NE, 68124
It’s my primary goal to help my clients plan for and achieve their financial dreams.
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 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