Get to know Matt

Professional Experience

After over ten years of active duty service as a United States Marine flying the F/A-18 “Hornet”, I joined the financial services industry in 2014.  I began my financial services career as a financial professional and quickly transitioned to serving clients as a Financial Advisor, finding my calling outside of the military.  The overwhelming pride I felt the first time I presented clients a plan and process designed to help them achieve their financial goals, had me hooked.  I founded Integrated Lifestyle Strategies Financial, to be able to meet clients where they are, assist them in designing the lifestyle of their dreams, and leverage a refined structured process to help them reach for those dreams.

I am still proudly serving our nation a member of the United States Marine Corps Reserves where I currently serve as a Space Operations Officer.

Education

I studied Actuarial Science at the University of Nebraska – Lincoln and graduated with a Bachelor of Science Degree.  I have earned a Masters of Business Administration from the University of Nebraska – Omaha and a Certficate in Wealth Management Theory and Practice from Yale School of Management.  I also hold the Certified Private Wealth Advisor® (CPWA®) certification from the Institute of Investments and Wealth. 

Personal Information

Outside of work, my wife Laura and I enjoy spending time with our three rambunctious boys and two dogs.  My family and I are huge Disney nuts and love traveling, particularly to the Low Country of South Carolina.  We are heavily involved in the sports community where I coach baseball, tackle football for the Jr. Wildcats, and are Nebraska Football season ticket holders.