Leadership, expertise, and a commitment to improve the people he works with are the attributes Matt brings to Marks Group. His approach prioritizes financial planning in every relationship to make sure investment strategies align with client needs, even as those goals change through the years. The CERTIFIED FINANCIAL PLANNER™ designation next to Matt’s name demonstrates his knowledge of our industry, but it’s the desire to educate others that sets him apart.
With a Master’s degree in Education from St. Mary’s University, Matt is a natural teacher. He regularly leads seminars on social security and income planning that help families better prepare for retirement. He also owns a Journalism degree from the University of St. Thomas, where he was a starter and captain on the Tommies basketball team.
Matt grew up in Hopkins and currently lives in Chanhassen with his wife Jessica and their two daughters, Lauren and Kate. Both girls play youth basketball and it’s no surprise that Matt volunteers his time as coach.