Matt leads the Minneapolis team and has been advising retirement plan clients for over ten years. He is an attorney, Certified Financial Planner™ (CFP) and Chartered Retirement Plan SpecialistSM. Matt also provides individual wealth management solutions to high net worth business owners, executives, and professionals. Prior to his affiliation with Clearpoint Financial he managed a team of retirement plan consultants at a large regional accounting firm. Matt received a Bachelor of Science Degree in Engineering Management (Summa Cum Laude) from the University of North Dakota and earned a Juris Doctorate (Cum Laude) from the University of Minnesota Law School. He holds the Series 7, 63, 65 and insurance licenses.
