Matthew Schwartz is a CERTIFIED FINANCIAL PLANNER™. He is also our Planning Strategist. Matt's first job was helping his grandfather farm vegetables and bring them to the Farmers Market. He learned the value of a hard day's work and has applied that value to each challenge he has faced ever since. After graduating high school, Matthew earned a scholarship to play football at St. Cloud State University where he later went on to be named an Academic All-American his Senior year. Matt graduated with Honors from St. Cloud State University with a Bachelor's degree in Finance.
Matt loves to spend time listening to our clients to learn about their values and motivations and applies his understanding to the advice that he delivers. He works tirelessly to ensure that every client gets the attention they deserve so they are confident they have the edge needed to maximize their financial plan, whether through income strategies, tax planning, or investment management.
Matt lives with his wife Kasey and their dog Chester. They enjoy spending time with family, exploring new adventures, and catching up on the latest drama. Matt is also an avid Minnesota Vikings and Wild fan and likes to golf when away from work.
Schedule a free consultation with one of our advisors to determine the best path for you.