Matt Boehnke
CFP®
Partner, Director of Financial Planning
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EDUCATION
BGS, University of Iowa
BIO
Matt works on the development, analysis and implementation of financial plans with our clients along with the advisors and clients affiliated with the firm. He also serves as a registered principal supervising those representatives affiliated with the broker/dealer. He began his career in the financial services industry in 2002 with a global financial services company and broker-dealer as a registered representative. Matt has over 20 years of experience with focus on regional sales management, financial planning and technology support; specifically with Smartworks and MoneyGuidePro platforms.
JOINED FIRM
2010