Regional Vice President, Wealth Management
Matt is a Regional Vice President and a member of the Business Development Team. Matt meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth’s investment strategies.
Matt has extensive experience in the financial industry. Prior to working at Polaris Wealth, Matt worked up the ranks at Ameritrade. He started his career in the financial services industry through the educational division of Investools, now a subsidiary of Ameritrade, where he assisted clients to better understand how to work with options, forex, and futures trading. He was later promoted to branch manager and regional manager at Ameritrade. Matt takes great pride in successfully helping clients accomplish their long-term financial goals since 2006. Prior to his work in the financial industry, Matt served in the U.S. Army.
In his free time, Matt enjoys playing golf and spending time with his wife and three children. Matt loves being outdoors, where he likes to relax. He is also very passionate about and involved in the Special Olympics.