Growing up in Fond du Lac, I started working for the family business at a very young age. I watched my grandparents and parents give their all day in and day out working weekends, mornings, nights and holidays. Looking back, this hardworking mentality and entrepreneurial mindset gave me the drive to become a financial advisor.
I chose Edward Jones because it is a partnership, so we do not have to answer to shareholders. This way, I am able to focus on doing what is best for you and your family, while always acting in your best interest.
When I think of my purpose and what motivates me today, it is helping hardworking individuals and families put a strategy in place to help reach their financial goals and dreams. I do this by getting to know you personally, using our established process to build a personalized strategy and partnering with you for the long term to help keep you on track.
As a financial advisor, I really enjoy helping clients that are in retirement. I help these clients create an income strategy, invest within their risk tolerance, provide proper allocation, utilize charitable donations and so much more. I partner with you on your investment portfolio, to help you spend time with your grandchildren, travel the world, spend time at your cottage, volunteer and pursue all your passions.
For those striving towards retirement, I will help you decide how much you should contribute to your 401(k)s, Traditional/Roth IRAs and 529/custodial accounts to help keep you on track towards your goals while providing portfolio advice along the way.
My wife, Maggie, is also a financial advisor at Edward Jones. We felt that coming back to the Fond du Lac community was a great fit for us. This allows us to spend more time with our family that still lives here. We are high school sweethearts from St. Mary's Springs and have two children, Madelyn and Myles. We enjoy spending time together as a family, sports, movies, walking the dog and spending time on Fox Lake.
- Wealth Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Community Outreach
- Movies & Entertainment
- Spending Time with Family
- Personal Fitness
Phone NumberMatt Moses at (920) 923-0970
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