Matt appreciates the challenges of keeping up with the rapid changes often occurring in the financial services industry. He particularly enjoys personal finance and finds it highly rewarding to see Goldstein & Associates’ clients – whether they are pre-retirees or recent grads starting out – reaching for their financial goals.
As a client service manager, Matt works alongside the firm’s advisors to assist clients, prepare for meetings and perform necessary follow up tasks. Because money is not always an easy topic to discuss, Matt works hard to make it easier for clients, helping them gain confidence and feel more relaxed about their financial situation.
A graduate of the University of Wisconsin – Madison, Matt received a Bachelor of Science in Personal Finance. While attending the university, Matt was on the men’s hockey team.
Growing up In the State of Wisconsin Matt Is an avid Packers, Brewers, Bucks and Badger sports enthusiast. He also enjoys golfing, fishing, spending time in Minocqua with his family and riding his motorcycle. He dreams of one day taking a motorcycle trip through the western mountains.
- Chartered Retirement Planning Counselor (CRPC®)