The Planning Center
1701 River Drive, Suite 300
Matt entered into the CERTIFIED FINANCIAL PLANNER™ program in 2005, which he completed in 2007. Matt enjoys working with clients on a daily basis as a financial planner. In addition to this, Matt runs The Planning Center’s trade desk and oversees all the firm’s client portfolios. Together with Marty and Eric, they have developed the firm’s First Step Cash Management process, used both by clients and other financial planners. First Step is a cash management system that provides an easy to use framework and vocabulary to make cash flow a breeze instead of a stressor.
In 2005, Matt was recognized in the Quad City Business Journal’s “40 Leaders Under 40? for his achievements and work at The Planning Center and other organizations. Matt has been an active member in the national Financial Planning Association since 2003 as well as the FPA IL chapter. In addition, he is a member of the National Association of Personal Financial Advisors. Matt’s expertise has resulted in being quoted in various publications, including CNBC online and Investment News.