As a Financial Advisor at Berger Financial Group, Matt’s focus spans retirement planning and generational wealth planning, family finances, investment management, and tax-aware strategies. His goal is to guide families through intentional wealth transfer, so their money serves the next generation, and doesn’t complicate it. Prior to joining BFG, Matt worked at Stewards Planning Group, where he helped individuals and families build, implement, and maintain comprehensive financial plans with a strong emphasis on retirement planning and tax efficiency. Since joining Berger in 2025, Matt continues to deepen client relationships while delivering thoughtful, long-term planning guidance.
Matt holds both a bachelor’s and master’s degree in psychology from Bethel University. Outside the office, he enjoys spending time with his wife, twin daughters, and son, and getting outdoors whenever possible. During the summer months, you’ll often find Matt and his family at their cabin in central Wisconsin, making the most of lake life and time together.