Matt is passionate about helping his clients achieve their financial goals. He has developed a client-centered approach getting to know his client’s lifestyle, objectives and values which allows Matt the knowledge to put a tailored plan in place. Matt advises his clients on their whole financial picture which includes investments, retirement plans, insurance and debt management to help ensure his client’s goals are met. Matt’s client base spans from the young, just entering the work force, to families dealing with businesses, family trusts, 529 plans and retirement planning, to the retired balancing life dreams with retirement income planning.
Matt founded Summit Wealth Strategies, LLC in 2006 and joined Raymond James Financial Services as an independent advisor bringing seventeen years of experience and expertise to his clients. Prior to RJFS Matt worked at Edward Jones as a financial advisor. Matt earned a bachelor’s degree from Columbia College in Missouri. Matt holds multiple security licenses that include Series 7, 9, 10, 63 and 65, as well as annuity, life, health and long-term care insurance licenses. Matt is an Accredited Asset Management Specialist, which is professional designation awarded by the College for Financial Planning.
Matt has always been committed to serving his community & the organizations within. He has been past President and still active today with McHenry County College Foundation.
Matt and his lovely wife Claire are life-long residents of Crystal Lake and are proud to be raising their three beautiful children in the same community where they grew up. In his free time Matt enjoys family time, snowmobiling, fishing and golf.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.