Matt has over 20 years of experience in various fields of the financial services industry. He has conducted hundreds of informational seminars to thousands of insurance agents and financial planners nationwide to ensure they are providing suitable products and services to their clients. Matt uses a client focused approach when creating financial plans, with his primary areas of focus on Retirement and Income Planning, Wealth Management, and Estate Preservation. He holds Series 6, 63, 65, and 7 securities licenses, along with his Minnesota Life, Health and Accident insurance licenses. He also holds a Bachelor of Arts degree in Business Administration, as well as History and Political Science from Jamestown College (University). Matt and his family are active in the City of Ramsey Foundation and Community Education in Anoka county.