Matt’s expertise in both financial and business planning allows him to cover a wide range of needs for clients. Matt is a CERTIFIED FINANCIAL PLANNERTM Professional for Northwestern Mutual. A native Oklahoman, Matt grew up, fittingly, in the northwestern part of the state on a farm near Kremlin before heading to Stillwater to earn a degree in finance from Oklahoma State University in 2012. Matt b
egan his career with Northwestern Mutual as an intern from January 2011 to June 2012, when he launched straight into a full-time time position. Since beginning his full-time career, Matt has earned his CERTIFIED FINANCIAL PLANNERTM certification with the CFP® board, Accredited Estate Planner from the National Association of Estate Planners & Councils, as well as the Chartered Financial Consultant, and Chartered Life Underwriter designations from The American College. For individuals, Matt specializes in retirement planning, estate planning, education planning, life insurance, disability insurance and long-term care planning. On the business side, Matt is an expert in succession planning, business risk management and employee and executive benefits planning. Matt is married to Rachel and they have one dog, Perry. He enjoys spending time going to the gym, reading, golf and helping on the family farm. Education:
• Bachelor’s degree in Finance from Oklahoma State University, Stillwater, OK
Professional certifications/licenses:
• CERTIFIED FINANCIAL PLANNER, CFP ®
• Chartered Financial Consultant, ChFC®
• Chartered Life Underwriter, CLU®
• Accredited Estate Planner, AEP®
