Matt Boehnke, CFP®

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.