Matthew A. Peterson
Experience & Activities
Matt joined the financial services industry in 2002, he is licensed to provide both investment and insurance products and services to his clients, and holds a B.S. degree in business administration. His passion is in investments and wealth management after clients complete a comprehensive financial plan. Matt focuses on four areas of clientele: Business Owners, Executives, Retirees/Pre-Retirees, and Farmers. His passion is working with farmers as he grew up on a large dairy farm in northwest Wisconsin. He is an avid golfer and enjoys traveling and the outdoors.
“Financial Management is not a single event, but a process that evolves over many years. My vision is to work with my clients throughout their lifetime helping them face any financial challenge that arises.”