Matt Gendreau,
Financial Planning Associate
Matt works closely with our Vice President of Financial Planning and Lead Advisors to support the creation and implementation of personalized financial plans for our clients. This includes gathering and entering client data, assisting in plan development, and helping to implement financial planning recommendations in a timely and accurate manner. Matt is a valuable member of the planning team—organized, detail-oriented, and always willing to go the extra mile to help our advisors and clients. Matt is from Annandale, MN. He graduated from the University of St. Thomas with a degree in Business Administration. He currently lives in St. Paul, MN.