As an Edward Jones financial advisor, I believe it's important to first understand what's most important to you, then use our established process to build a personalized strategy to help you reach your goals and keep them on track throughout your lifetime.
Outside of Edward Jones, I enjoy spending time with my wife, Emily, and our daughter, Luna, making sure we're outside as much as possible, either at home, at a park or one of a multitude of favorite hiking spots. With our passion for nature, we also follow a plant based diet, and I'm happy to share the ups and downs of this experience to any interested! I enjoy being active through exercise, rock climbing, biking, long boarding, snow boarding and anything else that gets me moving. Music is also a passion of mine, as I am lead singer and guitarist in a band that has been together over 10 years now. I have served on the board at Open Roads Bike Program as well as am a member and board member at the Portage Rotary Club.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Rock Climbing
Phone NumberMatt Semelbauer at (269) 321-7573
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