Get to know Matt

Professional Experience

With a distinguished career spanning over twenty-one years of active and reserve service as a United States Marine flying the F/A-18 "Hornet," I bring a wealth of professional experience to the financial services industry. In 2014, I made the transition from military service to financial planning, discovering my true calling as a Financial Advisor. The immense pride I felt when presenting clients with a tailored plan and process to help them achieve their financial goals fueled my passion for this work. It was this passion that led me to establish Integrated Lifestyle Strategies Financial—a place where I could meet clients where they are, assist them in designing the lifestyle of their dreams, and leverage a refined and structured process to help them reach for those dreams.

Education

My academic journey includes studying Actuarial Science at the University of Nebraska – Lincoln, where I earned my Bachelor of Science Degree. Furthering my education, I obtained a Masters of Business Administration from the University of Nebraska – Omaha and a Certificate in Wealth Management Theory and Practice from the Yale School of Management. Additionally, I hold the esteemed Certified Private Wealth Advisor® (CPWA®) certification from the Institute of Investments and Wealth.

Ongoing Dedication to Service

I continue to proudly serve our nation as a member of the United States Marine Corps Reserves, where I currently serve as a Space Operations Officer.

Embracing Life Beyond Work

Outside of the financial world, my wife Laura and I relish spending quality time with our three lively boys and two adorable dogs. We are avid enthusiasts of all things Disney and cherish our travels, particularly to the captivating Low Country of South Carolina. Engaging with our local sports community is also a significant part of our lives, as I coach baseball and tackle football at both the youth and high school levels.