Matthew earned his Finance degree from University of Wisconsin–Green Bay, where he competed on the cross-country team for five years. He joined the Watermark Financial team in the fall of 2025 and works closely alongside Brandon and Cameron to deliver personalized financial planning and investment guidance.
With a focus on building long-term relationships, Matthew is actively growing his own book of business while supporting clients through comprehensive financial strategies, including retirement planning and tax preparation. Based in Appleton, he brings a client-first approach to helping individuals and families work toward their financial goals.