Experience

Matt had a passion for the world of finance growing up which led him to acquire his two degrees in Economics and Finance. After spending 9 years at Hartford right out of college in their investment products marketing division he decided to strive for a career in wealth management so he would have the opportunity to make a more direct impact on his client’s lives.

Today, Matt has been in the financial services industry for over 20 years, advising clients through an increasingly changing economic environment. He holds his Accredited Wealth Planning Associates SM (AWPA) and Chartered Retirement Planning Counselor SM (CRPC) through the College for Financial Planning and is a Senior Portfolio manager through UBS. Matt has significant expertise and extensive experience with high-net-worth clients, analyzing their situation and working with them to develop a custom plan that fits their needs and aspirations. He does not have a base plan for recommendations and believes each client and family is incredibly unique. Designing and implementing your plan is just the beginning. We review with our clients regularly to make sure that as life events change, your plan also evolves over time.

Matt’s strong values for helping people, especially families, pushed him to limit his client size to be able to provide exceptional service for all.  Matt has worked with clients to prepare their plan to work through many market cycles. During good times and bad, Matt and his team will be there to provide guidance and advise. His values have also made him, his wife clover, and his two children incredibly active in many philanthropic and community organizations. Matt’s currently a board member for the Lincoln YMCA on their finance committee and had served previously for 16 years on the Y’s Youth Sports Committee.

Chris graduated from the University of Nebraska-Lincoln and has had the opportunity to work for several investment firms throughout the Midwest.  Chris has worked with the team for over 10 years and has been in the financial services industry for more than 17 years.  Chris’s responsibilities on the team include managing the investment portfolios, conducting manager and investment due diligence and he also handles the trading operations for the team. Chris has access to intellectual capital from top investment firms and applies that research along with his own expertise of a holistic and tax sensitive approach to manage investments for the clients and provide them with unique solutions that fit their specific goals and objectives.

Chris is married to his wife Heather and has two children (Ava-17 and Keegan-6) and is active within the local community.  Chris is an avid tennis player and golfer and also enjoys anything to do with Husker athletics.

Katie recently graduated a year early with highest distinction from the University of Nebraska-Lincoln where she majored in Finance (with a focus on investments) and minored in Economics. Katie was president of both UNICEF and Economics club on campus and was a member of Wall Street Scholars of Nebraska Club, Big Red Investment Club, and Kappa Alpha Theta. Throughout her college experience she had experience working for an investment bank as well as interning with our team for over a year. 

Katie feel’s giving back to the community is important and regularly volunteers for CASA.  She has also been on a mission trip where she helped build houses for those who lost theirs in Hurricane Harvey and plans to go on more mission trips as a leader.

In her free time, Katie enjoys playing sand volleyball, tennis, and learning to golf. Over the summers, she likes to spend her weekends sailing with her dad, who she won 1st place in the State Games of America with. Katie is also from Montreal Quebec in Canada and looks forward to visiting family there once a year.