Our Team

Matt is our Investment Operations Associate. He supports our advisors and clients on a daily basis by handling service requests, making deposits/withdrawals, handling wire transfers, processing charitable stock gifts and IRA distributions. Matt is a valuable member of the Investment Operations team. He is knowledgeable, efficient, and always willing to go the extra mile to help our advisors and our clients. Matt is from Annandale, MN.  He graduated from the University of St. Thomas with a degree in Business Administration. He lives in St. Paul, MN.