Matt, the founder of the group, brings many areas of expertise to helping our clients manage even the most complex financial issues. His specialization includes concentrated stock positions, estate/charitable planning, option planning/trading, and corporate executive compensation and benefits.
He has been working in the financial services industry since 1997, beginning at the Peoria office of Baird. He earned a bachelor’s degree in economics and marketing, cum laude, from Bradley University.
A lifelong resident of the Peoria area, Matt is very active in our community. He is currently a leader of Young Life and former chairman of the Central Illinois Young Life Committee, a member of the Salvation Army Advisory Board, and small group leader at New Life Christian Church in Morton.
Matt resides in Morton, Illinois, with his wife, Sara, and their children, Madison, Macy, Zeke and Seth. In his spare time, he enjoys running, coaching his daughters’ soccer and basketball teams, and cheering on his Bradley Braves.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Options involve unique risks, tax consequences and commission charges and are not suitable for all investors. When appropriate, options should comprise a modest portion of an investor's portfolio. No statement within this document should be construed as a recommendation to buy or sell a security or to provide investment advice. Prior to making any options transactions, investors must receive a copy of the Options Disclosure Document which may be obtained from your financial advisor.