About Matt
FOCUS AREAS:
- Asset location investment strategies
- Tax-aware investing
- Personal 401(k) management
Matt supports Becky Botzet as an Investment Specialist. He utilizes his deep knowledge and skill with investments, along with a solid understanding of the financial planning process, to help produce a positive long-term financial experience for clients. He also has a unique ability to solve numerical problems in novel ways.
Outside of work, Matt enjoys spending time with his wife, Kelly, and two children.
EDUCATION
- Chartered Financial Analyst, CFA® charter-holder
- B.B.A. Finance – University of Minnesota Duluth
Ready to Build Your Financial Future?
Partner with Cahill Financial Advisors for client-centered wealth management tailored to your goals. Our experienced, fee-only team is here to guide you through every step of your financial journey.