Matt has always had a passion for the world of investments. As Client Service Specialist for Goldstein since 2020, he has the opportunity to not only expand his knowledge, but also satisfies his desire to foster a positive client experience. He works in tandem with the firm’s financial professionals to assist clients, gather information for meetings, prepare paperwork, and perform a variety of other administrative duties.
His upbeat attitude is reflected in every client interaction, from onboarding to updating accounts. Matt especially appreciates the opportunity to network with other professionals at Goldstein and grow from their knowledge and experience. His ultimate goal is to study for and pass the CFA® exam.
A graduate of the University of Wisconsin–Whitewater, Matt received a Bachelor of Business Administration in Finance, and is a member of the Pi Kappa Alpha Alumni Association. With a strong work ethic and good sense of humor, Matt’s personal motto is, “You gotta risk it to win the biscuit.”
After growing up in Manawa, WI, Matt relocated to Appleton to be closer to friends and family. Some of his hobbies include visiting new breweries, spending time in Eagle River, golfing, and of course, cheering for Wisconsin sports teams. In his spare time he also enjoys golfing, fishing, skiing, and wakeboarding.
- University of Wisconsin–Whitewater, Bachelor of Business Administration in Finance
- Chartered Retirement Planning Counselor (CRPC®)