“Throughout my career I’ve seen changes in tax laws, market conditions, and the economy. What has remained consistent is clients’ need to be understood and supported in their financial journey. This is the original reason I entered the wealth management industry, to be the trusted individual clients can rely on.

As I’ve learned and grown it’s been amazing to see the difference that support and expertise can make in a client’s life. As I continue to serve clients those rewarding experiences continue to inspire me.”

Matthew interned with OFM as a college student for several years. He was responsible for preparing financial reviews, investment research preparation, and back office workflow. During that time Matthew learned the importance of placing the client experience first, and what it truly takes to give clients the service they deserve.

Matthew held the position of Financial Planning Specialist at a wealth management firm in Champaign, IL. Matthew brings 7 years of experience in serving clients and advising them on how to achieve their financial goals. He is a Certified Financial Planner professional and is experienced in comprehensive financial planning, wealth management, estate planning, and insurance.

Matthew enjoys the outdoors, including hiking, camping, and rock climbing. He also enjoys his new role as uncle to his niece and nephews who live near him in the southwest suburbs.