Matt specializes in providing individualized financial strategies with a strong focus on working with 401(k) clients and retirement plans. With over eight years at SA3 Wealth, he has built lasting relationships by helping clients prepare for and transition into retirement with confidence. Matt brings a deep passion for the economic markets and has spent many years conducting in-depth individual stock research, applying that expertise to develop tailored investment strategies. He holds a bachelor's degree in Finance and Real Estate from the University of Northern Iowa and continues to stay actively engaged in market trends to deliver informed, forward-looking guidance.