Senior Client Service Coordinator
Matthew grew up in Albert Lea, MN. He currently lives in Cottage Grove and enjoys spending time with his family as well as boating and attending sporting events. He likes being involved in his kids’ activities. Pictured above is Matthew, his wife, Kelsey, and their three kids at his son’s baseball tournament.
Matthew serves as a Senior Client Service Coordinator for the firm. He assists in all areas of client service including opening new accounts, processing cash withdrawals, scheduling meetings and onboarding new clients. Matthew has several years of experience with client service operations, compliance, and fund accounting.
Matthew earned his undergraduate degree in Business Marketing from St. Cloud State University in Saint Cloud, Minnesota. Upon graduation, he worked for a large insurance company helping develop operational efficiencies and compliance controls.
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