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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Matt is a Vice President - Wealth Management within UBS Financial Services Inc. Matt and his team provide comprehensive, consultative investment planning and wealth management services to affluent families and institutions. Prior to joining UBS in 2009, Matt was a Financial Advisor at Merrill Lynch where he served his clients since 1998.
Born and raised in Fargo, Matt attended North Dakota State University where he earned his Bachelor of Science degree in Business Administration with a concentration in Finance. During his time at NDSU, Matt was a member of the NDSU Football Team assisting in the 1991, 1992, 1994 North Central Conference Championships.
Drawing from his 20 years of experience in providing a comprehensive perspective in wealth management, Matt is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Matt will work to manage your significant life changes by offering solutions that focus on the short and long term outcomes of your collective decision making.
Matt lives in Fargo. He enjoys visiting his daughter at the University of Minnesota, attending Bison Football games, a good round of golf, and spending time with family at their lake home in Minnesota.
Education
Senior Vice President–Wealth Management
Financial Advisor
Matt is a Vice President - Wealth Management within UBS Financial Services Inc. Matt and his team provide comprehensive, consultative investment planning and wealth management services to affluent families and institutions. Prior to joining UBS in 2009, Matt was a Financial Advisor at Merrill Lynch where he served his clients since 1998.
Born and raised in Fargo, Matt attended North Dakota State University where he earned his Bachelor of Science degree in Business Administration with a concentration in Finance. During his time at NDSU, Matt was a member of the NDSU Football Team assisting in the 1991, 1992, 1994 North Central Conference Championships.
Drawing from his 20 years of experience in providing a comprehensive perspective in wealth management, Matt is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Matt will work to manage your significant life changes by offering solutions that focus on the short and long term outcomes of your collective decision making.
Matt lives in Fargo. He enjoys visiting his daughter at the University of Minnesota, attending Bison Football games, a good round of golf, and spending time with family at their lake home in Minnesota.
Education
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
